Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-23,786
Closed -$180K 1424
2024
Q1
$180K Buy
23,786
+637
+3% +$4.82K ﹤0.01% 1236
2023
Q4
$263K Buy
23,149
+1,780
+8% +$20.2K 0.01% 1061
2023
Q3
$191K Buy
+21,369
New +$191K 0.01% 1130