Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,300
Closed -$1.44M 162
2024
Q1
$1.44M Sell
2,300
-13
-0.6% -$8.15K 0.22% 72
2023
Q4
$1.39M Buy
2,313
+16
+0.7% +$9.61K 0.22% 72
2023
Q3
$1.13M Buy
2,297
+12
+0.5% +$5.91K 0.22% 73
2023
Q2
$1.22M Buy
+2,285
New +$1.22M 0.23% 70