Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-36,122
Closed -$829K 102
2023
Q4
$829K Buy
36,122
+73
+0.2% +$1.68K 0.2% 101
2023
Q3
$733K Buy
+36,049
New +$733K 0.2% 102