Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,092
Closed -$448K 187
2023
Q4
$448K Buy
1,092
+142
+15% +$58.3K 0.01% 132
2023
Q3
$354K Buy
+950
New +$354K 0.01% 138