Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,685
Closed -$202K 1430
2023
Q4
$202K Sell
13,685
-1,372
-9% -$20.2K 0.01% 1213
2023
Q3
$143K Buy
+15,057
New +$143K ﹤0.01% 1173