Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-599
Closed -$135K 154
2023
Q4
$135K Buy
599
+529
+756% +$120K 0.27% 48
2023
Q3
$14.6K Sell
70
-354
-83% -$73.7K 0.01% 349
2023
Q2
$81.6K Buy
+424
New +$81.6K 0.06% 113