Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,000
Closed -$335K 188
2023
Q4
$335K Sell
12,000
-2,000
-14% -$55.9K 0.03% 150
2023
Q3
$258K Buy
+14,000
New +$258K 0.03% 162