Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,447
Closed -$279K 66
2024
Q1
$279K Buy
6,447
+951
+17% +$41.2K 0.14% 50
2023
Q4
$237K Buy
+5,496
New +$237K 0.12% 41