Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,005
Closed -$224K 779
2024
Q1
$224K Buy
16,005
+281
+2% +$3.94K 0.05% 272
2023
Q4
$211K Buy
+15,724
New +$211K 0.13% 130