Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-621
Closed -$214K 355
2024
Q1
$214K Buy
621
+29
+5% +$9.99K 0.02% 328
2023
Q4
$204K Buy
+592
New +$204K 0.02% 304