Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,409
Closed -$275K 401
2024
Q1
$275K Sell
2,409
-541
-18% -$61.7K 0.04% 336
2023
Q4
$226K Buy
+2,950
New +$226K 0.03% 367