Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,013
Closed -$202K 180
2024
Q1
$202K Sell
1,013
-129
-11% -$25.7K 0.01% 173
2023
Q4
$236K Buy
+1,142
New +$236K 0.01% 168