Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,102
Closed -$507K 79
2023
Q4
$507K Sell
3,102
-7
-0.2% -$1.15K 0.26% 46
2023
Q3
$436K Buy
+3,109
New +$436K 0.25% 51