Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-788
Closed -$205K 601
2024
Q1
$205K Sell
788
-5,753
-88% -$1.5M 0.03% 480
2023
Q4
$1.3M Buy
6,541
+4,626
+242% +$923K 0.23% 146
2023
Q3
$326K Buy
+1,915
New +$326K 0.07% 309