Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,051
Closed -$609K 377
2024
Q1
$609K Buy
6,051
+2,892
+92% +$291K 0.26% 123
2023
Q4
$262K Buy
+3,159
New +$262K 0.09% 201