Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-28,340
Closed -$1.39M 107
2023
Q4
$1.39M Sell
28,340
-7,876
-22% -$386K 0.6% 63
2023
Q3
$1.56M Buy
+36,216
New +$1.56M 0.74% 53