Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-62,524
Closed -$952K 759
2023
Q4
$952K Buy
62,524
+17,624
+39% +$268K 0.01% 571
2023
Q3
$544K Buy
+44,900
New +$544K ﹤0.01% 621