Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-21,332
Closed -$458K 387
2024
Q1
$458K Sell
21,332
-6,293
-23% -$135K 0.01% 313
2023
Q4
$595K Buy
27,625
+7,583
+38% +$163K 0.02% 252
2023
Q3
$402K Buy
+20,042
New +$402K 0.01% 311