Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,774
Closed -$513K 506
2024
Q1
$513K Buy
3,774
+391
+12% +$53.2K 0.01% 137
2023
Q4
$404K Buy
+3,383
New +$404K 0.01% 88