Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,696
Closed -$374K 278
2024
Q1
$374K Buy
+7,696
New +$374K 0.1% 162
2023
Q2
Sell
-4,348
Closed -$237K 204
2023
Q1
$237K Hold
4,348
0.1% 162
2022
Q4
$211K Buy
+4,348
New +$211K 0.09% 179