Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,317
Closed -$113K 1165
2023
Q4
$113K Sell
13,317
-1,431
-10% -$12.1K ﹤0.01% 1094
2023
Q3
$103K Buy
+14,748
New +$103K 0.01% 936