Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,364
Closed -$242K 162
2024
Q1
$242K Sell
2,364
-77
-3% -$7.88K 0.11% 94
2023
Q4
$283K Sell
2,441
-1
-0% -$116 0.14% 69
2023
Q3
$245K Buy
+2,442
New +$245K 0.16% 68