Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,523
Closed -$508K 348
2024
Q1
$508K Buy
1,523
+676
+80% +$226K 0.06% 223
2023
Q4
$247K Buy
+847
New +$247K 0.04% 325