Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,900
Closed -$585K 734
2024
Q1
$585K Buy
14,900
+7,300
+96% +$287K 0.14% 263
2023
Q4
$264K Buy
+7,600
New +$264K 0.07% 420
2023
Q2
Sell
-15,600
Closed -$443K 563
2023
Q1
$443K Sell
15,600
-4,023
-21% -$114K 0.18% 204
2022
Q4
$690K Buy
+19,623
New +$690K 0.48% 64