Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,604
Closed -$231K 452
2023
Q4
$231K Sell
9,604
-46,627
-83% -$1.12M 0.07% 373
2023
Q3
$1.57M Buy
+56,231
New +$1.57M 0.46% 33