Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,608
Closed -$273K 709
2024
Q1
$273K Sell
5,608
-1,224
-18% -$59.6K 0.1% 307
2023
Q4
$238K Buy
+6,832
New +$238K 0.08% 408