Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,036
Closed -$299K 90
2023
Q4
$299K Buy
13,036
+59
+0.5% +$1.35K 0.09% 79
2023
Q3
$264K Buy
+12,977
New +$264K 0.08% 84