Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,009
Closed -$339K 168
2024
Q1
$339K Sell
1,009
-381
-27% -$128K 0.01% 144
2023
Q4
$393K Sell
1,390
-1,027
-42% -$291K 0.01% 208
2023
Q3
$595K Sell
2,417
-32
-1% -$7.88K 0.02% 162
2023
Q2
$613K Buy
2,449
+931
+61% +$233K 0.02% 165
2023
Q1
$324K Sell
1,518
-652
-30% -$139K 0.01% 148
2022
Q4
$422K Buy
+2,170
New +$422K 0.02% 129