Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-476
Closed -$267K 212
2024
Q1
$267K Sell
476
-45
-9% -$25.2K 0.01% 193
2023
Q4
$295K Buy
+521
New +$295K 0.01% 197