Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,686
Closed -$207K 198
2024
Q1
$207K Sell
4,686
-3
-0.1% -$133 0.06% 193
2023
Q4
$236K Buy
+4,689
New +$236K 0.08% 179