Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,905
Closed -$401K 571
2024
Q1
$401K Sell
2,905
-1,097
-27% -$151K 0.15% 185
2023
Q4
$419K Buy
+4,002
New +$419K 0.13% 214