Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,267
Closed -$436K 330
2023
Q4
$436K Sell
5,267
-174
-3% -$14.4K 0.15% 159
2023
Q3
$335K Buy
+5,441
New +$335K 0.11% 166