Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,658
Closed -$468K 112
2024
Q1
$468K Buy
2,658
+28
+1% +$4.93K 0.33% 53
2023
Q4
$459K Buy
+2,630
New +$459K 0.37% 60