Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,743
Closed -$206K 90
2024
Q1
$206K Buy
4,743
+12
+0.3% +$520 0.12% 112
2023
Q4
$207K Buy
+4,731
New +$207K 0.13% 96