Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-685
Closed -$318K 53
2024
Q1
$318K Sell
685
-950
-58% -$441K 0.14% 47
2023
Q4
$672K Buy
+1,635
New +$672K 0.33% 42