Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-18,420
Closed -$872K 284
2023
Q4
$872K Buy
18,420
+137
+0.7% +$6.49K 0.2% 126
2023
Q3
$760K Buy
+18,283
New +$760K 0.2% 129