Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-32,614
Closed -$400K 509
2024
Q1
$400K Sell
32,614
-5,245
-14% -$64.3K 0.04% 476
2023
Q4
$563K Buy
+37,859
New +$563K 0.06% 411