Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-39,061
Closed -$770K 265
2024
Q1
$770K Buy
39,061
+28,348
+265% +$558K 0.31% 80
2023
Q4
$217K Buy
+10,713
New +$217K 0.09% 195