Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,577
Closed -$228K 614
2023
Q4
$228K Sell
1,577
-4,672
-75% -$676K 0.01% 548
2023
Q3
$706K Buy
+6,249
New +$706K 0.02% 348