Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,155
Closed -$229K 103
2024
Q1
$229K Sell
1,155
-11
-0.9% -$2.18K 0.2% 95
2023
Q4
$203K Buy
+1,166
New +$203K 0.21% 96