Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,663
Closed -$122K 1007
2024
Q1
$122K Sell
3,663
-923
-20% -$30.8K 0.11% 310
2023
Q4
$162K Buy
+4,586
New +$162K 0.16% 158