Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,964
Closed -$1.43M 192
2023
Q4
$1.43M Buy
17,964
+6,346
+55% +$507K 0.34% 83
2023
Q3
$738K Buy
+11,618
New +$738K 0.19% 116