Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,791
Closed -$523K 432
2024
Q1
$523K Buy
6,791
+620
+10% +$47.7K 0.08% 236
2023
Q4
$380K Buy
+6,171
New +$380K 0.06% 268