Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-757
Closed -$440K 418
2023
Q4
$440K Sell
757
-799
-51% -$464K 0.09% 123
2023
Q3
$714K Buy
+1,556
New +$714K 0.1% 66