Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,146
Closed -$111K 166
2024
Q1
$111K Sell
11,146
-840
-7% -$8.39K 0.05% 130
2023
Q4
$128K Buy
+11,986
New +$128K 0.06% 118