Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-40,774
Closed -$672K 93
2024
Q1
$672K Buy
40,774
+5,156
+14% +$85K 0.17% 101
2023
Q4
$535K Buy
+35,618
New +$535K 0.18% 96