Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,208
Closed -$553K 105
2023
Q4
$553K Sell
1,208
-10
-0.8% -$4.58K 0.33% 57
2023
Q3
$593K Buy
+1,218
New +$593K 0.39% 55