Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,192
Closed -$267K 72
2024
Q1
$267K Sell
3,192
-187
-6% -$15.7K 0.16% 135
2023
Q4
$291K Buy
+3,379
New +$291K 0.2% 118