Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,596
Closed -$37K 540
2023
Q4
$37K Sell
2,596
-2,567
-50% -$36.6K 0.02% 282
2023
Q3
$89K Sell
5,163
-51
-1% -$879 0.05% 213
2023
Q2
$62K Sell
5,214
-2,536
-33% -$30.2K 0.03% 236
2023
Q1
$88K Buy
+7,750
New +$88K 0.04% 225