Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,973
Closed -$216K 110
2024
Q1
$216K Sell
4,973
-397
-7% -$17.2K 0.07% 92
2023
Q4
$235K Buy
+5,370
New +$235K 0.08% 92