Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,549
Closed -$1.14M 506
2023
Q4
$1.14M Buy
6,549
+328
+5% +$57.1K 0.08% 236
2023
Q3
$973K Buy
+6,221
New +$973K 0.08% 233