Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-16,989
Closed -$285K 34
2023
Q4
$285K Buy
16,989
+3,972
+31% +$66.6K 0.3% 24
2023
Q3
$196K Buy
+13,017
New +$196K 0.23% 25