Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-51,400
Closed -$395K 765
2024
Q1
$395K Buy
51,400
+36,300
+240% +$279K 0.09% 366
2023
Q4
$220K Buy
+15,100
New +$220K 0.06% 485
2023
Q1
Sell
-92,500
Closed -$919K 661
2022
Q4
$919K Buy
+92,500
New +$919K 0.64% 32