Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-764
Closed -$301K 480
2024
Q1
$301K Sell
764
-320
-30% -$126K 0.04% 410
2023
Q4
$412K Buy
+1,084
New +$412K 0.07% 308