Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,400
Closed -$265K 603
2023
Q4
$265K Sell
5,400
-29,163
-84% -$1.43M 0.07% 417
2023
Q3
$735K Buy
+34,563
New +$735K 0.26% 146