Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,100
Closed -$1.7M 290
2023
Q4
$1.7M Buy
7,100
+2,850
+67% +$683K 0.34% 38
2023
Q3
$971K Buy
+4,250
New +$971K 0.14% 78