Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$239K Sell
3,166
-1,196
-27% -$90.1K 0.12% 95
2024
Q1
$410K Sell
4,362
-194
-4% -$18.2K 0.23% 86
2023
Q4
$495K Buy
+4,556
New +$495K 0.36% 78