Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,958
Closed -$158K 1376
2023
Q4
$158K Sell
11,958
-969
-7% -$12.8K ﹤0.01% 1245
2023
Q3
$167K Buy
+12,927
New +$167K 0.01% 1152