Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,725
Closed -$706K 2089
2023
Q4
$706K Sell
12,725
-8,290
-39% -$460K 0.01% 1084
2023
Q3
$754K Buy
+21,015
New +$754K 0.01% 1056