Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,275
Closed -$321K 295
2024
Q1
$321K Sell
3,275
-376
-10% -$36.8K 0.37% 29
2023
Q4
$307K Buy
+3,651
New +$307K 0.71% 36