Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-33,046
Closed -$259K 246
2024
Q1
$259K Sell
33,046
-127,672
-79% -$1,000K 0.03% 546
2023
Q4
$1.67M Buy
+160,718
New +$1.67M 0.18% 210