Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,776
Closed -$320K 134
2024
Q1
$320K Buy
4,776
+121
+3% +$8.11K 0.19% 114
2023
Q4
$286K Buy
+4,655
New +$286K 0.2% 119