Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,494
Closed -$326K 391
2023
Q4
$326K Sell
3,494
-361
-9% -$33.7K 0.02% 290
2023
Q3
$340K Buy
3,855
+69
+2% +$6.09K 0.03% 280
2023
Q2
$426K Buy
+3,786
New +$426K 0.03% 248