Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-24,610
Closed -$1.33M 290
2023
Q4
$1.33M Sell
24,610
-633
-3% -$34.2K 0.06% 196
2023
Q3
$1.96M Buy
+25,243
New +$1.96M 0.09% 155