Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-15,181
Closed -$570K 580
2024
Q1
$570K Buy
15,181
+2,520
+20% +$94.7K 0.21% 120
2023
Q4
$455K Buy
+12,661
New +$455K 0.14% 193