Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,973
Closed -$775K 103
2024
Q1
$775K Buy
3,973
+581
+17% +$113K 0.19% 98
2023
Q4
$525K Buy
+3,392
New +$525K 0.17% 99