Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,442
Closed -$448K 305
2023
Q4
$448K Sell
6,442
-17,386
-73% -$1.21M 0.32% 113
2023
Q3
$1.51M Buy
+23,828
New +$1.51M 0.95% 28