Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-335
Closed -$210K 400
2024
Q1
$210K Sell
335
-16
-5% -$10K 0.02% 336
2023
Q4
$204K Buy
+351
New +$204K 0.02% 333