Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-27,921
Closed -$1.13M 152
2023
Q4
$1.13M Buy
27,921
+11,776
+73% +$477K 0.01% 78
2023
Q3
$637K Buy
+16,145
New +$637K 0.01% 90