Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-696
Closed -$241K 96
2024
Q1
$241K Sell
696
-17
-2% -$5.89K 0.15% 144
2023
Q4
$326K Buy
+713
New +$326K 0.23% 111