Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,123
Closed -$270K 783
2024
Q1
$270K Buy
4,123
+354
+9% +$23.1K 0.02% 481
2023
Q4
$271K Buy
+3,769
New +$271K 0.03% 480