Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,117
Closed -$506K 90
2024
Q1
$506K Sell
4,117
-428
-9% -$52.7K 0.34% 55
2023
Q4
$552K Buy
4,545
+1,647
+57% +$200K 0.43% 44
2023
Q3
$343K Buy
+2,898
New +$343K 0.32% 49