Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,542
Closed -$232K 156
2023
Q4
$232K Sell
2,542
-363
-12% -$33.2K 0.1% 131
2023
Q3
$227K Buy
+2,905
New +$227K 0.11% 130