Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,000
Closed -$100K 1892
2024
Q1
$100K Buy
11,000
+1,300
+13% +$11.8K 0.02% 1009
2023
Q4
$106K Buy
+9,700
New +$106K 0.02% 942