Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,160
Closed -$118K 601
2023
Q4
$118K Buy
2,160
+1,056
+96% +$57.8K 0.01% 539
2023
Q3
$49.9K Buy
+1,104
New +$49.9K 0.01% 496