Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,501
Closed -$243K 113
2024
Q1
$243K Sell
5,501
-143
-3% -$6.32K 0.2% 100
2023
Q4
$284K Sell
5,644
-11
-0.2% -$553 0.25% 91
2023
Q3
$201K Buy
+5,655
New +$201K 0.19% 99