Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,794
Closed -$955K 93
2023
Q4
$955K Sell
5,794
-1,606
-22% -$265K 0.42% 74
2023
Q3
$1.09M Buy
+7,400
New +$1.09M 0.52% 63