Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,370
Closed -$47.6K 424
2023
Q4
$47.6K Sell
1,370
-513
-27% -$17.8K 0.1% 173
2023
Q3
$53.1K Buy
+1,883
New +$53.1K 0.03% 178