Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,358
Closed -$258K 1345
2023
Q4
$258K Buy
2,358
+269
+13% +$29.5K 0.01% 1073
2023
Q3
$211K Buy
+2,089
New +$211K 0.01% 1085