Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,313
Closed -$282K 297
2024
Q1
$282K Sell
2,313
-182
-7% -$22.2K 0.05% 124
2023
Q4
$219K Buy
+2,495
New +$219K 0.04% 150