Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,100
Closed -$209K 558
2024
Q1
$209K Sell
1,100
-18
-2% -$3.41K 0.03% 513
2023
Q4
$200K Buy
+1,118
New +$200K 0.03% 495