Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,388
Closed -$200K 173
2023
Q4
$200K Buy
1,388
+47
+4% +$6.78K 0.15% 158
2023
Q3
$205K Buy
+1,341
New +$205K 0.18% 129
2023
Q1
Sell
-1,461
Closed -$207K 193
2022
Q4
$207K Buy
+1,461
New +$207K 0.14% 176