Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,126
Closed -$1.39M 104
2023
Q4
$1.39M Sell
6,126
-12,698
-67% -$2.89M 0.61% 62
2023
Q3
$3.8M Buy
+18,824
New +$3.8M 1.81% 15