Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,398
Closed -$249K 1628
2023
Q4
$249K Sell
12,398
-3,470
-22% -$69.8K 0.02% 896
2023
Q3
$294K Buy
+15,868
New +$294K 0.03% 780