Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-152,469
Closed -$760K 1086
2024
Q1
$760K Buy
152,469
+121,908
+399% +$608K 0.08% 440
2023
Q4
$212K Sell
30,561
-8,591
-22% -$59.6K 0.02% 862
2023
Q3
$231K Buy
+39,152
New +$231K 0.02% 744