Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-15,256
Closed -$972K 662
2024
Q1
$972K Sell
15,256
-398
-3% -$25.4K 0.08% 236
2023
Q4
$987K Buy
+15,654
New +$987K 0.07% 281