Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,817
Closed -$110K 1245
2023
Q4
$110K Hold
13,817
﹤0.01% 1034
2023
Q3
$115K Buy
13,817
+3,498
+34% +$29.1K 0.01% 987
2023
Q2
$110K Buy
+10,319
New +$110K 0.01% 1003