Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,847
Closed -$324K 34
2024
Q1
$324K Sell
2,847
-104
-4% -$11.8K 0.19% 113
2023
Q4
$325K Buy
+2,951
New +$325K 0.23% 112
2023
Q3
Sell
-2,788
Closed -$304K 168
2023
Q2
$304K Buy
2,788
+730
+35% +$79.6K 0.22% 132
2023
Q1
$208K Buy
+2,058
New +$208K 0.18% 139