Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,274
Closed -$266K 417
2024
Q1
$266K Sell
4,274
-5,452
-56% -$339K 0.11% 201
2023
Q4
$500K Buy
+9,726
New +$500K 0.18% 150