Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-29,569
Closed -$525K 331
2023
Q4
$525K Sell
29,569
-442
-1% -$7.85K 0.08% 175
2023
Q3
$480K Buy
+30,011
New +$480K 0.08% 185