Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-16,929
Closed -$332K 89
2023
Q4
$332K Buy
16,929
+3,921
+30% +$77K 0.3% 48
2023
Q3
$237K Buy
+13,008
New +$237K 0.24% 62