Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,529
Closed -$912K 129
2023
Q4
$912K Buy
1,529
+703
+85% +$419K 0.15% 44
2023
Q3
$421K Buy
+826
New +$421K 0.16% 66