Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,042
Closed -$270K 698
2024
Q1
$270K Sell
3,042
-906
-23% -$80.3K 0.02% 546
2023
Q4
$325K Buy
+3,948
New +$325K 0.03% 465