Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,445
Closed -$244K 138
2024
Q1
$244K Sell
2,445
-6
-0.2% -$599 0.16% 88
2023
Q4
$203K Buy
+2,451
New +$203K 0.16% 95