Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,062
Closed -$357K 147
2024
Q1
$357K Buy
9,062
+2,625
+41% +$103K 0.12% 103
2023
Q4
$305K Buy
+6,437
New +$305K 0.05% 100