Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-880
Closed -$220K 175
2024
Q1
$220K Sell
880
-45
-5% -$11.2K 0.01% 166
2023
Q4
$214K Buy
+925
New +$214K 0.01% 173