Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,528
Closed -$342K 573
2023
Q4
$342K Sell
4,528
-373
-8% -$28.2K 0.19% 231
2023
Q3
$297K Buy
+4,901
New +$297K 0.18% 251