Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-87,441
Closed -$601K 156
2024
Q1
$601K Sell
87,441
-9,541
-10% -$65.5K 0.17% 87
2023
Q4
$530K Buy
+96,982
New +$530K 0.18% 85