Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,204
Closed -$551K 126
2023
Q4
$551K Hold
1,204
0.26% 89
2023
Q3
$586K Buy
+1,204
New +$586K 0.3% 84