Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,800
Closed -$339K 200
2023
Q4
$339K Buy
8,800
+1,400
+19% +$53.9K 0.12% 92
2023
Q3
$246K Buy
+7,400
New +$246K 0.11% 132