Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-15,456
Closed -$142K 163
2023
Q4
$142K Sell
15,456
-33,745
-69% -$310K 0.29% 35
2023
Q3
$777K Buy
+49,201
New +$777K 1.54% 22