Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-35,373
Closed -$275K 168
2024
Q1
$275K Sell
35,373
-2,849
-7% -$22.1K 0.14% 73
2023
Q4
$344K Sell
38,222
-1,424
-4% -$12.8K 0.23% 59
2023
Q3
$341K Buy
+39,646
New +$341K 0.27% 57