Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,252
Closed -$180K 137
2024
Q1
$180K Sell
10,252
-5,376
-34% -$94.6K 0.07% 124
2023
Q4
$262K Sell
15,628
-2,090
-12% -$35.1K 0.11% 119
2023
Q3
$266K Buy
+17,718
New +$266K 0.13% 115