Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,521
Closed -$585K 427
2023
Q4
$585K Sell
6,521
-317
-5% -$28.4K 0.37% 112
2023
Q3
$674K Buy
+6,838
New +$674K 0.41% 106