Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-367
Closed -$236K 485
2024
Q1
$236K Buy
+367
New +$236K 0.06% 481
2023
Q3
Sell
-736
Closed -$399K 488
2023
Q2
$399K Sell
736
-269
-27% -$146K 0.49% 63
2023
Q1
$540K Buy
+1,005
New +$540K 0.21% 155