Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,839
Closed -$593K 136
2024
Q1
$593K Buy
13,839
+1,288
+10% +$55.2K 0.29% 94
2023
Q4
$465K Buy
+12,551
New +$465K 0.34% 89