Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-423
Closed -$123K 120
2023
Q4
$123K Buy
423
+152
+56% +$44.2K 0.25% 58
2023
Q3
$87.9K Buy
271
+57
+27% +$18.5K 0.05% 107
2023
Q2
$73.9K Buy
+214
New +$73.9K 0.05% 131