Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-24,590
Closed -$916K 358
2024
Q1
$916K Buy
24,590
+132
+0.5% +$4.92K 0.08% 119
2023
Q4
$1.2M Sell
24,458
-4,298
-15% -$211K 0.12% 96
2023
Q3
$612K Buy
+28,756
New +$612K 0.07% 122