Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-346
Closed -$29.8K 203
2023
Q4
$29.8K Buy
346
+27
+8% +$2.33K 0.06% 243
2023
Q3
$25.3K Buy
319
+33
+12% +$2.62K 0.01% 296
2023
Q2
$23.9K Buy
+286
New +$23.9K 0.02% 315