Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,533
Closed -$299K 723
2024
Q1
$299K Sell
1,533
-806
-34% -$157K 0.16% 281
2023
Q4
$362K Buy
+2,339
New +$362K 0.36% 70