Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,232
Closed -$277K 162
2024
Q1
$277K Buy
4,232
+69
+2% +$4.51K 0.11% 128
2023
Q4
$299K Buy
+4,163
New +$299K 0.13% 111