Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,853
Closed -$296K 53
2024
Q1
$296K Sell
7,853
-1,429
-15% -$53.8K 0.18% 122
2023
Q4
$329K Buy
9,282
+888
+11% +$31.4K 0.23% 110
2023
Q3
$325K Sell
8,394
-927
-10% -$35.9K 0.28% 101
2023
Q2
$329K Sell
9,321
-21
-0.2% -$741 0.24% 116
2023
Q1
$354K Buy
+9,342
New +$354K 0.3% 97