Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-29,710
Closed -$563K 70
2023
Q4
$563K Sell
29,710
-1,590
-5% -$30.1K 0.03% 67
2023
Q3
$516K Buy
+31,300
New +$516K 0.03% 66