Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,301
Closed -$312K 125
2024
Q1
$312K Buy
5,301
+1,366
+35% +$80.3K 1.02% 31
2023
Q4
$212K Buy
+3,935
New +$212K 0.64% 111