Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,496
Closed -$76.3K 844
2024
Q1
$76.3K Sell
8,496
-3,267
-28% -$29.3K 0.07% 559
2023
Q4
$99.2K Buy
+11,763
New +$99.2K 0.1% 385