Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-37,060
Closed -$290K 1712
2024
Q1
$290K Buy
37,060
+19,481
+111% +$153K 0.05% 532
2023
Q4
$183K Buy
+17,579
New +$183K 0.04% 648