Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,249
Closed -$957K 121
2024
Q1
$957K Buy
7,249
+376
+5% +$49.6K 0.58% 49
2023
Q4
$749K Sell
6,873
-191
-3% -$20.8K 0.52% 47
2023
Q3
$727K Sell
7,064
-881
-11% -$90.7K 0.63% 44
2023
Q2
$917K Buy
7,945
+580
+8% +$66.9K 0.68% 41
2023
Q1
$784K Sell
7,365
-615
-8% -$65.4K 0.67% 39
2022
Q4
$885K Buy
+7,980
New +$885K 0.77% 38