Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,298
Closed -$494K 95
2023
Q4
$494K Sell
9,298
-1,601
-15% -$85.1K 0.19% 111
2023
Q3
$509K Buy
+10,899
New +$509K 0.21% 108