Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-740
Closed -$216K 61
2023
Q4
$216K Sell
740
-160
-18% -$46.6K 0.16% 60
2023
Q3
$238K Buy
+900
New +$238K 0.18% 63