Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,728
Closed -$399K 573
2024
Q1
$399K Buy
1,728
+696
+67% +$161K 0.15% 189
2023
Q4
$205K Buy
+1,032
New +$205K 0.07% 464