Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,908
Closed -$482K 84
2024
Q1
$482K Buy
10,908
+6,210
+132% +$274K 0.18% 42
2023
Q4
$236K Buy
+4,698
New +$236K 0.1% 71