Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-323,503
Closed -$652K 86
2023
Q4
$652K Sell
323,503
-590
-0.2% -$1.19K 0.22% 63
2023
Q3
$651K Buy
+324,093
New +$651K 0.26% 53