Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,723
Closed -$471K 759
2024
Q1
$471K Buy
4,723
+1
+0% +$100 0.04% 236
2023
Q4
$391K Buy
+4,722
New +$391K 0.04% 330