Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-29,452
Closed -$343K 578
2024
Q1
$343K Sell
29,452
-6,027
-17% -$70.2K 0.13% 226
2023
Q4
$396K Buy
+35,479
New +$396K 0.13% 229