Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,210
Closed -$331K 133
2024
Q1
$331K Buy
4,210
+1,038
+33% +$81.5K 0.2% 111
2023
Q4
$253K Buy
+3,172
New +$253K 0.18% 130