Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,704
Closed -$1.19M 110
2024
Q1
$1.19M Buy
1,704
+31
+2% +$21.7K 0.72% 36
2023
Q4
$973K Buy
1,673
+2
+0.1% +$1.16K 0.67% 42
2023
Q3
$766K Sell
1,671
-77
-4% -$35.3K 0.66% 40
2023
Q2
$848K Buy
1,748
+27
+2% +$13.1K 0.62% 46
2023
Q1
$687K Sell
1,721
-223
-11% -$89K 0.58% 46
2022
Q4
$733K Buy
+1,944
New +$733K 0.63% 44