Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-45,200
Closed -$224K 329
2024
Q1
$224K Buy
45,200
+12,900
+40% +$63.9K 0.07% 214
2023
Q4
$126K Buy
+32,300
New +$126K 0.04% 263