Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-148,400
Closed -$427K 759
2024
Q1
$427K Buy
148,400
+82,800
+126% +$238K 0.1% 338
2023
Q4
$183K Buy
+65,600
New +$183K 0.05% 543