Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,916
Closed -$279K 578
2024
Q1
$279K Sell
16,916
-8,646
-34% -$143K ﹤0.01% 999
2023
Q4
$384K Buy
+25,562
New +$384K 0.01% 775