Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,966
Closed -$795K 13
2024
Q1
$795K Sell
8,966
-4,005
-31% -$355K 0.72% 11
2023
Q4
$1.19M Buy
+12,971
New +$1.19M 0.78% 6