Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-34,822
Closed -$632K 500
2024
Q1
$632K Buy
34,822
+8,140
+31% +$148K 0.03% 263
2023
Q4
$496K Buy
+26,682
New +$496K 0.03% 266