Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,034
Closed -$446K 95
2024
Q1
$446K Sell
5,034
-1,398
-22% -$124K 0.41% 70
2023
Q4
$588K Buy
+6,432
New +$588K 0.59% 52