Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,291
Closed -$446K 234
2023
Q4
$446K Buy
2,291
+641
+39% +$125K 0.17% 133
2023
Q3
$310K Buy
1,650
+475
+40% +$89.3K 0.13% 161
2023
Q2
$214K Buy
+1,175
New +$214K 0.09% 210