Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-728
Closed -$264K 213
2023
Q4
$264K Hold
728
0.06% 154
2023
Q3
$217K Sell
728
-12
-2% -$3.57K 0.06% 158
2023
Q2
$244K Buy
740
+79
+12% +$26.1K 0.06% 157
2023
Q1
$220K Buy
+661
New +$220K 0.06% 159