Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,853
Closed -$252K 216
2024
Q1
$252K Sell
1,853
-1,012
-35% -$138K 0.1% 182
2023
Q4
$298K Buy
+2,865
New +$298K 0.13% 169