Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,640
Closed -$137K 148
2024
Q1
$137K Buy
3,640
+175
+5% +$6.59K 0.06% 174
2023
Q4
$123K Buy
+3,465
New +$123K 0.05% 186