Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,829
Closed -$561K 331
2023
Q4
$561K Sell
1,829
-285
-13% -$87.4K 0.02% 227
2023
Q3
$512K Sell
2,114
-3,183
-60% -$771K 0.03% 216
2023
Q2
$1.27M Buy
+5,297
New +$1.27M 0.06% 153