Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,152
Closed -$649K 335
2024
Q1
$649K Buy
6,152
+437
+8% +$46.1K 0.07% 187
2023
Q4
$675K Buy
+5,715
New +$675K 0.07% 173