Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,996
Closed -$241K 510
2024
Q1
$241K Sell
6,996
-2,302
-25% -$79.2K 0.09% 351
2023
Q4
$316K Buy
+9,298
New +$316K 0.1% 304