Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,500
Closed -$434K 282
2024
Q1
$434K Buy
3,500
+1,000
+40% +$124K 0.1% 229
2023
Q4
$244K Buy
+2,500
New +$244K 0.06% 272
2023
Q1
Sell
-2,265
Closed -$149K 408
2022
Q4
$149K Buy
+2,265
New +$149K 0.05% 211