Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,957
Closed -$383K 110
2024
Q1
$383K Buy
6,957
+139
+2% +$7.65K 0.21% 72
2023
Q4
$313K Buy
+6,818
New +$313K 0.19% 78