Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,425
Closed -$426K 107
2024
Q1
$426K Buy
3,425
+131
+4% +$16.3K 0.3% 66
2023
Q4
$409K Buy
+3,294
New +$409K 0.33% 70