Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,646
Closed -$292K 562
2024
Q1
$292K Buy
9,646
+521
+6% +$15.7K 0.04% 412
2023
Q4
$275K Buy
+9,125
New +$275K 0.05% 372
2023
Q3
Sell
-7,227
Closed -$222K 462
2023
Q2
$222K Buy
+7,227
New +$222K 0.08% 231