Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,279
Closed -$468K 656
2024
Q1
$468K Buy
5,279
+1,161
+28% +$103K 0.17% 152
2023
Q4
$376K Buy
+4,118
New +$376K 0.12% 242
2022
Q2
Sell
-1,847
Closed -$230K 449
2022
Q1
$230K Buy
+1,847
New +$230K 0.1% 320