Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,260
Closed -$249K 88
2024
Q1
$249K Sell
1,260
-13
-1% -$2.57K 0.01% 83
2023
Q4
$222K Sell
1,273
-44
-3% -$7.67K 0.01% 84
2023
Q3
$206K Buy
+1,317
New +$206K 0.01% 78