Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,990
Closed -$301K 154
2023
Q4
$301K Buy
6,990
+83
+1% +$3.58K 0.13% 109
2023
Q3
$274K Buy
6,907
+208
+3% +$8.25K 0.14% 107
2023
Q2
$210K Sell
6,699
-1,200
-15% -$37.6K 0.09% 138
2023
Q1
$207K Buy
+7,899
New +$207K 0.09% 134