Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,552
Closed -$347K 289
2023
Q4
$347K Sell
4,552
-877
-16% -$66.8K 0.1% 192
2023
Q3
$303K Buy
+5,429
New +$303K 0.09% 237