Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,700
Closed -$292K 222
2024
Q1
$292K Buy
1,700
+520
+44% +$89.2K 0.17% 183
2023
Q4
$227K Buy
+1,180
New +$227K 0.16% 174