Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,100
Closed -$118K 1796
2023
Q4
$118K Sell
2,100
-1,552
-42% -$87.4K 0.02% 148
2023
Q3
$226K Buy
+3,652
New +$226K 0.05% 93