Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,014
Closed -$802K 818
2024
Q1
$802K Buy
10,014
+7,448
+290% +$596K 0.17% 212
2023
Q4
$281K Buy
+2,566
New +$281K 0.07% 515