Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,075
Closed -$216K 528
2024
Q1
$216K Sell
13,075
-1,094
-8% -$18.1K 0.02% 476
2023
Q4
$242K Buy
14,169
+104
+0.7% +$1.78K 0.02% 449
2023
Q3
$199K Buy
14,065
+2,687
+24% +$38K 0.02% 446
2023
Q2
$199K Buy
+11,378
New +$199K 0.02% 446