Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$484K Sell
2,970
-103
-3% -$16.8K 0.07% 138
2024
Q1
$457K Buy
3,073
+363
+13% +$54K 0.06% 150
2023
Q4
$348K Buy
2,710
+677
+33% +$87K 0.05% 180
2023
Q3
$214K Buy
+2,033
New +$214K 0.04% 225