Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-693
Closed -$201K 173
2024
Q1
$201K Buy
+693
New +$201K 0.08% 170
2023
Q3
Sell
-917
Closed -$227K 182
2023
Q2
$227K Sell
917
-318
-26% -$78.8K 0.13% 160
2023
Q1
$282K Buy
+1,235
New +$282K 0.18% 137