Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-21,032
Closed -$146K 617
2023
Q4
$146K Buy
21,032
+2,870
+16% +$19.9K 0.02% 516
2023
Q3
$107K Buy
+18,162
New +$107K 0.02% 562