Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,312
Closed -$142K 464
2024
Q1
$142K Sell
3,312
-217
-6% -$9.3K 0.01% 399
2023
Q4
$131K Buy
+3,529
New +$131K 0.01% 385