Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,798
Closed -$399K 224
2023
Q4
$399K Buy
2,798
+1,233
+79% +$176K 0.09% 109
2023
Q3
$205K Buy
+1,565
New +$205K 0.05% 176