Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,961
Closed -$274K 160
2024
Q1
$274K Buy
6,961
+987
+17% +$38.9K 0.17% 131
2023
Q4
$283K Buy
+5,974
New +$283K 0.2% 120