Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,704
Closed -$1.58M 3060
2024
Q1
$1.58M Sell
4,704
-5,067
-52% -$1.7M 0.01% 925
2023
Q4
$2.77M Buy
9,771
+1,333
+16% +$377K 0.02% 783
2023
Q3
$2.08M Buy
8,438
+460
+6% +$113K 0.02% 862
2023
Q2
$2M Buy
+7,978
New +$2M 0.02% 885