Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,445
Closed -$508K 345
2024
Q1
$508K Sell
11,445
-358
-3% -$15.9K 0.05% 210
2023
Q4
$553K Buy
+11,803
New +$553K 0.06% 195