Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,484
Closed -$204K 129
2023
Q4
$204K Sell
9,484
-17,263
-65% -$372K 0.07% 84
2023
Q3
$537K Buy
+26,747
New +$537K 0.21% 67