Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$837K Buy
36,930
+1,066
+3% +$24.2K 2.5% 14
2023
Q4
$891K Sell
35,864
-14,578
-29% -$362K 2.85% 1
2023
Q3
$863K Buy
+50,442
New +$863K 3.22% 1