Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,321
Closed -$648K 526
2023
Q4
$648K Buy
10,321
+4,368
+73% +$274K 0.21% 158
2023
Q3
$344K Buy
+5,953
New +$344K 0.24% 150