Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,895
Closed -$74.1K 143
2023
Q4
$74.1K Sell
2,895
-380
-12% -$9.73K 0.15% 106
2023
Q3
$79.3K Sell
3,275
-1,817
-36% -$44K 0.04% 120
2023
Q2
$150K Buy
+5,092
New +$150K 0.11% 74