Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-22,336
Closed -$481K 486
2023
Q4
$481K Sell
22,336
-254,010
-92% -$5.47M 0.02% 343
2023
Q3
$5.55M Buy
+276,346
New +$5.55M 0.1% 109