Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-900
Closed -$235K 635
2024
Q1
$235K Sell
900
-600
-40% -$156K 0.06% 483
2023
Q4
$299K Buy
+1,500
New +$299K 0.08% 384