Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,763
Closed -$211K 449
2024
Q1
$211K Buy
11,763
+60
+0.5% +$1.08K 0.01% 440
2023
Q4
$225K Buy
+11,703
New +$225K 0.02% 428
2023
Q1
Sell
-9,630
Closed -$277K 512
2022
Q4
$277K Buy
9,630
+736
+8% +$21.2K 0.02% 398
2022
Q3
$201K Buy
+8,894
New +$201K 0.02% 458