Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-280
Closed -$33K 183
2023
Q4
$33K Sell
280
-33
-11% -$3.89K 0.01% 287
2023
Q3
$41K Sell
313
-3
-0.9% -$393 0.02% 254
2023
Q2
$43K Sell
316
-149
-32% -$20.3K 0.02% 255
2023
Q1
$71K Buy
+465
New +$71K 0.03% 236