Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-21,190
Closed -$412K 493
2023
Q4
$412K Buy
21,190
+3,535
+20% +$68.7K 0.02% 440
2023
Q3
$374K Buy
+17,655
New +$374K 0.05% 233