Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,835
Closed -$338K 477
2023
Q4
$338K Buy
7,835
+550
+8% +$23.7K 0.19% 235
2023
Q3
$289K Buy
+7,285
New +$289K 0.18% 254