Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,074
Closed -$361K 156
2024
Q1
$361K Buy
4,074
+220
+6% +$19.5K 0.27% 61
2023
Q4
$352K Buy
+3,854
New +$352K 0.3% 58