Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,362
Closed -$178K 73
2023
Q4
$178K Sell
12,362
-4,500
-27% -$64.8K 0.08% 55
2023
Q3
$181K Buy
+16,862
New +$181K 0.09% 46