Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,630
Closed -$274K 145
2024
Q1
$274K Sell
5,630
-1,617
-22% -$78.6K 0.16% 132
2023
Q4
$360K Buy
7,247
+60
+0.8% +$2.98K 0.25% 100
2023
Q3
$386K Sell
7,187
-729
-9% -$39.1K 0.33% 88
2023
Q2
$427K Sell
7,916
-99
-1% -$5.34K 0.31% 86
2023
Q1
$436K Buy
+8,015
New +$436K 0.37% 75