Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-452
Closed -$228K 143
2024
Q1
$228K Buy
452
+17
+4% +$8.58K 0.08% 138
2023
Q4
$260K Buy
+435
New +$260K 0.1% 121