Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-449
Closed -$205K 314
2023
Q4
$205K Sell
449
-144
-24% -$65.9K 0.01% 269
2023
Q3
$288K Sell
593
-72
-11% -$35K 0.02% 198
2023
Q2
$304K Buy
665
+33
+5% +$15.1K 0.02% 231
2023
Q1
$307K Buy
+632
New +$307K 0.02% 210