Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,519
Closed -$287K 864
2024
Q1
$287K Buy
1,519
+170
+13% +$32.1K ﹤0.01% 986
2023
Q4
$236K Sell
1,349
-110
-8% -$19.2K ﹤0.01% 978
2023
Q3
$207K Buy
+1,459
New +$207K ﹤0.01% 956