Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,033
Closed -$74.5K 1559
2024
Q1
$74.5K Sell
11,033
-9,935
-47% -$67.1K 0.07% 569
2023
Q4
$156K Buy
+20,968
New +$156K 0.15% 172