Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,705
Closed -$444K 31
2023
Q4
$444K Buy
1,705
+197
+13% +$51.4K 0.46% 18
2023
Q3
$289K Buy
+1,508
New +$289K 0.35% 20