Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,870
Closed -$833K 1376
2024
Q1
$833K Sell
8,870
-567
-6% -$53.3K 0.02% 947
2023
Q4
$693K Buy
+9,437
New +$693K 0.02% 907