Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-79,500
Closed -$675K 566
2024
Q1
$675K Sell
79,500
-15,200
-16% -$129K 0.16% 223
2023
Q4
$779K Buy
+94,700
New +$779K 0.21% 173
2023
Q2
Sell
-51,838
Closed -$422K 421
2023
Q1
$422K Buy
51,838
+41,638
+408% +$339K 0.17% 213
2022
Q4
$81.6K Buy
+10,200
New +$81.6K 0.06% 305