Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,649
Closed -$474K 610
2023
Q4
$474K Sell
20,649
-29,139
-59% -$669K 0.08% 288
2023
Q3
$1.01M Buy
+49,788
New +$1.01M 0.23% 131