Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-25,290
Closed -$1.75M 863
2023
Q4
$1.75M Buy
25,290
+3,400
+16% +$235K 0.02% 508
2023
Q3
$1.2M Buy
+21,890
New +$1.2M 0.01% 552