Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,175
Closed -$141K 151
2024
Q1
$141K Buy
12,175
+2,175
+22% +$25.2K 0.07% 124
2023
Q4
$166K Buy
+10,000
New +$166K 0.09% 120