Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,281
Closed -$248K 423
2024
Q1
$248K Sell
4,281
-10,325
-71% -$597K 0.11% 208
2023
Q4
$816K Sell
14,606
-5,400
-27% -$302K 0.29% 104
2023
Q3
$1.09M Buy
+20,006
New +$1.09M 0.36% 89