Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-32,133
Closed -$265K 119
2023
Q4
$265K Buy
32,133
+10,889
+51% +$89.7K 0.14% 70
2023
Q3
$171K Buy
21,244
+2,688
+14% +$21.6K 0.13% 70
2023
Q2
$158K Buy
+18,556
New +$158K 0.12% 80