Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-47,261
Closed -$556K 507
2024
Q1
$556K Hold
47,261
0.08% 320
2023
Q4
$540K Sell
47,261
-85
-0.2% -$972 0.09% 311
2023
Q3
$544K Buy
+47,346
New +$544K 0.1% 272