Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,660
Closed -$1.36M 319
2023
Q4
$1.36M Sell
4,660
-1,412
-23% -$412K 0.48% 70
2023
Q3
$1.61M Buy
+6,072
New +$1.61M 0.53% 66