Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-754
Closed -$49.3K 1714
2024
Q1
$49.3K Sell
754
-979
-56% -$64K 0.04% 771
2023
Q4
$125K Buy
+1,733
New +$125K 0.12% 268