Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-37,830
Closed -$597K 585
2024
Q1
$597K Sell
37,830
-7,909
-17% -$125K 0.03% 372
2023
Q4
$667K Buy
+45,739
New +$667K 0.04% 329