Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,223
Closed -$424K 153
2024
Q1
$424K Buy
1,223
+43
+4% +$14.9K 0.12% 104
2023
Q4
$540K Buy
+1,180
New +$540K 0.18% 83