Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,709
Closed -$305K 581
2023
Q4
$305K Sell
3,709
-8,705
-70% -$716K 0.02% 317
2023
Q3
$1.05M Buy
+12,414
New +$1.05M 0.05% 267