Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-441
Closed -$223K 219
2024
Q1
$223K Sell
441
-275
-38% -$139K 0.09% 194
2023
Q4
$427K Buy
716
+179
+33% +$107K 0.17% 100
2023
Q3
$274K Buy
+537
New +$274K 0.12% 143