Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-364
Closed -$32K 208
2023
Q4
$32K Buy
364
+156
+75% +$13.7K 0.06% 236
2023
Q3
$17.6K Sell
208
-25
-11% -$2.11K 0.01% 323
2023
Q2
$23K Buy
+233
New +$23K 0.02% 318