Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,584
Closed -$363K 337
2024
Q1
$363K Sell
14,584
-975
-6% -$24.3K 0.04% 255
2023
Q4
$284K Buy
+15,559
New +$284K 0.03% 248