Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,712
Closed -$868K 503
2023
Q4
$868K Buy
12,712
+6,158
+94% +$420K 0.04% 286
2023
Q3
$366K Buy
+6,554
New +$366K 0.05% 240