Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-29,591
Closed -$805K 1355
2023
Q4
$805K Sell
29,591
-1,200
-4% -$32.7K 0.02% 619
2023
Q3
$753K Buy
+30,791
New +$753K 0.02% 586