Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,442
Closed -$809K 488
2024
Q1
$809K Sell
7,442
-104
-1% -$11.3K 0.05% 212
2023
Q4
$893K Buy
+7,546
New +$893K 0.06% 183