Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-24,408
Closed -$526K 635
2023
Q4
$526K Sell
24,408
-12,579
-34% -$271K 0.09% 266
2023
Q3
$743K Buy
+36,987
New +$743K 0.17% 170