Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,316
Closed -$217K 778
2024
Q1
$217K Sell
3,316
-3,739
-53% -$244K 0.08% 393
2023
Q4
$507K Buy
7,055
+1,169
+20% +$84.1K 0.16% 168
2023
Q3
$412K Buy
+5,886
New +$412K 0.21% 137
2022
Q2
Sell
-7,059
Closed -$828K 542
2022
Q1
$828K Buy
+7,059
New +$828K 0.36% 48