Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,014
Closed -$2.33M 403
2023
Q4
$2.33M Sell
8,014
-5,886
-42% -$1.71M 0.58% 37
2023
Q3
$4.51M Buy
+13,900
New +$4.51M 0.84% 23
2023
Q2
Sell
-1,050
Closed -$331K 211
2023
Q1
$331K Buy
+1,050
New +$331K 0.22% 157