Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-390
Closed -$233K 124
2023
Q4
$233K Sell
390
-53
-12% -$31.6K 0.07% 111
2023
Q3
$226K Hold
443
0.08% 109
2023
Q2
$225K Buy
+443
New +$225K 0.08% 112