Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,423
Closed -$278K 740
2023
Q4
$278K Buy
20,423
+28
+0.1% +$381 0.02% 563
2023
Q3
$309K Buy
+20,395
New +$309K 0.03% 536