Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,002
Closed -$192K 379
2024
Q1
$192K Buy
12,002
+800
+7% +$12.8K ﹤0.01% 289
2023
Q4
$199K Buy
11,202
+377
+3% +$6.71K ﹤0.01% 230
2023
Q3
$177K Buy
+10,825
New +$177K ﹤0.01% 202