Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,940
Closed -$231K 666
2024
Q1
$231K Sell
2,940
-617
-17% -$48.4K 0.06% 490
2023
Q4
$338K Buy
+3,557
New +$338K 0.09% 353
2023
Q2
Sell
-4,300
Closed -$300K 502
2023
Q1
$300K Buy
+4,300
New +$300K 0.12% 307