Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,314
Closed -$870K 104
2024
Q1
$870K Buy
8,314
+82
+1% +$8.58K 0.67% 48
2023
Q4
$745K Buy
+8,232
New +$745K 0.69% 48