Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,728
Closed -$650K 660
2023
Q4
$650K Sell
11,728
-8,236
-41% -$456K 0.01% 434
2023
Q3
$1.18M Buy
+19,964
New +$1.18M 0.02% 319