Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,287
Closed -$267K 282
2024
Q1
$267K Buy
3,287
+170
+5% +$13.8K 0.04% 234
2023
Q4
$228K Buy
+3,117
New +$228K 0.05% 195