Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-76,989
Closed -$1.66M 1584
2023
Q4
$1.66M Sell
76,989
-404,834
-84% -$8.72M 0.15% 175
2023
Q3
$9.68M Buy
+481,823
New +$9.68M 0.95% 2