Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,043
Closed -$377K 1479
2024
Q1
$377K Sell
4,043
-4,492
-53% -$419K 0.01% 932
2023
Q4
$646K Buy
+8,535
New +$646K 0.02% 687