Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,823
Closed -$323K 1067
2023
Q4
$323K Buy
1,823
+9
+0.5% +$1.6K ﹤0.01% 850
2023
Q3
$326K Buy
+1,814
New +$326K 0.01% 785