Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-35,424
Closed -$587K 159
2023
Q4
$587K Buy
35,424
+2,174
+7% +$36K 0.05% 150
2023
Q3
$751K Buy
+33,250
New +$751K 0.09% 131