Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,887
Closed -$345K 101
2024
Q1
$345K Buy
3,887
+927
+31% +$82.2K 0.32% 65
2023
Q4
$271K Buy
+2,960
New +$271K 0.29% 64