Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,850
Closed -$310K 411
2023
Q4
$310K Sell
3,850
-1,060
-22% -$85.4K 0.05% 193
2023
Q3
$387K Buy
+4,910
New +$387K 0.13% 154