Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,753
Closed -$482K 56
2024
Q1
$482K Sell
2,753
-1,658
-38% -$290K 0.37% 44
2023
Q4
$749K Buy
+4,411
New +$749K 0.62% 36