Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,281
Closed -$149K 164
2024
Q1
$149K Buy
4,281
+1,125
+36% +$39.3K 0.17% 50
2023
Q4
$85.9K Buy
+3,156
New +$85.9K 0.2% 83