Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,213
Closed -$374K 328
2024
Q1
$374K Buy
2,213
+456
+26% +$77.2K 0.02% 225
2023
Q4
$347K Buy
+1,757
New +$347K 0.02% 225
2023
Q3
Sell
-1,177
Closed -$203K 296
2023
Q2
$203K Buy
+1,177
New +$203K 0.01% 272