Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-65,600
Closed -$446K 644
2024
Q1
$446K Sell
65,600
-200
-0.3% -$1.36K 0.11% 328
2023
Q4
$370K Buy
65,800
+55,682
+550% +$313K 0.1% 334
2023
Q3
$59K Buy
+10,118
New +$59K 0.02% 448
2023
Q2
Sell
-12,700
Closed -$83.8K 484
2023
Q1
$83.8K Buy
+12,700
New +$83.8K 0.03% 456