Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,217
Closed -$130K 876
2024
Q1
$130K Buy
2,217
+185
+9% +$10.9K 0.02% 442
2023
Q4
$110K Buy
+2,032
New +$110K 0.02% 447