Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,272
Closed -$269K 726
2024
Q1
$269K Buy
3,272
+103
+3% +$8.46K 0.01% 563
2023
Q4
$219K Buy
+3,169
New +$219K 0.01% 573