Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,257
Closed -$212K 267
2024
Q1
$212K Buy
2,257
+360
+19% +$33.8K 0.04% 210
2023
Q4
$206K Buy
+1,897
New +$206K 0.05% 183