Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,382
Closed -$313K 50
2024
Q1
$313K Buy
3,382
+407
+14% +$37.7K 0.19% 115
2023
Q4
$230K Buy
+2,975
New +$230K 0.16% 139