Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,618
Closed -$431K 414
2024
Q1
$431K Buy
6,618
+3,753
+131% +$245K 0.19% 150
2023
Q4
$263K Buy
+2,865
New +$263K 0.09% 199