Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,618
Closed -$247K 916
2024
Q1
$247K Buy
9,618
+1,009
+12% +$25.9K 0.01% 618
2023
Q4
$224K Buy
+8,609
New +$224K 0.01% 620