Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-50,597
Closed -$1.16M 218
2023
Q4
$1.16M Sell
50,597
-160
-0.3% -$3.65K 0.07% 108
2023
Q3
$1.07M Buy
50,757
+1,386
+3% +$29.2K 0.07% 102
2023
Q2
$1.01M Buy
+49,371
New +$1.01M 0.06% 108