Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,791
Closed -$212K 84
2024
Q1
$212K Buy
4,791
+495
+12% +$21.9K 0.11% 74
2023
Q4
$216K Buy
+4,296
New +$216K 0.13% 71