Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,750
Closed -$818K 96
2024
Q1
$818K Buy
6,750
+1,019
+18% +$123K 0.57% 47
2023
Q4
$502K Buy
+5,731
New +$502K 0.44% 52