Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-55,000
Closed -$292K 61
2024
Q1
$292K Buy
55,000
+393
+0.7% +$2.08K 0.02% 57
2023
Q4
$341K Buy
+54,607
New +$341K 0.04% 44