Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,402
Closed -$320K 233
2024
Q1
$320K Sell
3,402
-17
-0.5% -$1.6K 0.01% 386
2023
Q4
$251K Buy
+3,419
New +$251K 0.01% 437