Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-874
Closed -$511K 254
2024
Q1
$511K Buy
874
+92
+12% +$53.8K 0.03% 158
2023
Q4
$343K Buy
782
+255
+48% +$112K 0.02% 171
2023
Q3
$210K Buy
+527
New +$210K 0.01% 193