Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,677
Closed -$655K 530
2023
Q4
$655K Buy
8,677
+4,307
+99% +$325K 0.21% 156
2023
Q3
$265K Buy
+4,370
New +$265K 0.19% 198