Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,403
Closed -$155K 566
2024
Q1
$155K Sell
17,403
-4,204
-19% -$37.5K 0.06% 449
2023
Q4
$222K Buy
21,607
+11,017
+104% +$113K 0.07% 427
2023
Q3
$104K Sell
10,590
-6,329
-37% -$62.1K 0.05% 386
2023
Q2
$248K Buy
16,919
+3,916
+30% +$57.4K 0.12% 263
2023
Q1
$185K Buy
+13,003
New +$185K 0.13% 253