Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-27,112
Closed -$4.72M 473
2023
Q4
$4.72M Buy
27,112
+106
+0.4% +$18.4K 0.1% 169
2023
Q3
$4.22M Buy
+27,006
New +$4.22M 0.09% 178