Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,774
Closed -$299K 475
2023
Q4
$299K Sell
7,774
-3,484
-31% -$134K ﹤0.01% 387
2023
Q3
$374K Buy
+11,258
New +$374K ﹤0.01% 378