Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,355
Closed -$458K 109
2024
Q1
$458K Buy
14,355
+21
+0.1% +$669 0.32% 58
2023
Q4
$720K Buy
+14,334
New +$720K 0.58% 31