Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,000
Closed -$383K 24
2023
Q4
$383K Sell
5,000
-5,100
-50% -$390K 0.49% 16
2023
Q3
$696K Buy
+10,100
New +$696K 0.48% 10