Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$506K Buy
1,614
+35
+2% +$11K 0.07% 154
2024
Q1
$494K Buy
1,579
+120
+8% +$37.5K 0.07% 163
2023
Q4
$351K Hold
1,459
0.05% 190
2023
Q3
$311K Buy
1,459
+270
+23% +$57.6K 0.05% 191
2023
Q2
$239K Sell
1,189
-16
-1% -$3.22K 0.04% 220
2023
Q1
$206K Buy
+1,205
New +$206K 0.04% 223