Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,004
Closed -$219K 450
2024
Q1
$219K Sell
1,004
-177
-15% -$38.7K 0.02% 346
2023
Q4
$228K Buy
+1,181
New +$228K 0.03% 307