Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,112
Closed -$276K 48
2023
Q4
$276K Buy
1,112
+112
+11% +$27.8K 0.04% 43
2023
Q3
$250K Buy
+1,000
New +$250K 0.04% 42