Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,542
Closed -$2.37M 744
2024
Q1
$2.37M Sell
12,542
-5,867
-32% -$1.11M 0.01% 416
2023
Q4
$3.22M Sell
18,409
-2,132
-10% -$373K 0.02% 331
2023
Q3
$2.91M Sell
20,541
-6,180
-23% -$876K 0.02% 387
2023
Q2
$3.8M Buy
26,721
+164
+0.6% +$23.3K 0.03% 305
2023
Q1
$3.41M Buy
+26,557
New +$3.41M 0.02% 366