Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,330
Closed -$234K 89
2023
Q4
$234K Sell
3,330
-1,005
-23% -$70.6K 0.21% 76
2023
Q3
$275K Buy
+4,335
New +$275K 0.27% 47