Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-21,297
Closed -$676K 136
2024
Q1
$676K Sell
21,297
-12,151
-36% -$385K 0.17% 92
2023
Q4
$1.14M Buy
+33,448
New +$1.14M 0.37% 56