Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,264
Closed -$257K 1353
2023
Q4
$257K Sell
3,264
-11
-0.3% -$866 0.01% 1083
2023
Q3
$211K Buy
+3,275
New +$211K 0.01% 1086