Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,961
Closed -$784K 156
2024
Q1
$784K Buy
3,961
+1,623
+69% +$321K 0.51% 49
2023
Q4
$407K Buy
+2,338
New +$407K 0.29% 95