Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-15,435
Closed -$956K 471
2024
Q1
$956K Buy
15,435
+5,393
+54% +$334K 0.03% 128
2023
Q4
$489K Buy
+10,042
New +$489K 0.01% 145