Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,855
Closed -$597K 88
2023
Q4
$597K Hold
12,855
0.26% 60
2023
Q3
$664K Hold
12,855
0.43% 50
2023
Q2
$637K Buy
+12,855
New +$637K 0.32% 58