Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-36,395
Closed -$459K 1640
2023
Q4
$459K Sell
36,395
-13,550
-27% -$171K ﹤0.01% 1483
2023
Q3
$526K Buy
+49,945
New +$526K ﹤0.01% 1348