Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-25,105
Closed -$1.15M 718
2023
Q4
$1.15M Buy
+25,105
New +$1.15M 0.12% 283
2023
Q3
Sell
-27,388
Closed -$1.1M 686
2023
Q2
$1.1M Buy
+27,388
New +$1.1M 0.14% 264