Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,671
Closed -$217K 324
2024
Q1
$217K Sell
2,671
-216
-7% -$17.5K 0.01% 299
2023
Q4
$211K Buy
+2,887
New +$211K 0.01% 292