Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-779
Closed -$36.9K 515
2023
Q4
$36.9K Sell
779
-500
-39% -$23.7K 0.07% 217
2023
Q3
$53.2K Buy
+1,279
New +$53.2K 0.03% 177