Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,100
Closed -$264K 92
2024
Q1
$264K Sell
6,100
-8,000
-57% -$347K 0.11% 83
2023
Q4
$618K Buy
14,100
+2,400
+21% +$105K 0.22% 66
2023
Q3
$519K Buy
+11,700
New +$519K 0.24% 85