Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,220
Closed -$204K 114
2024
Q1
$204K Buy
+5,220
New +$204K 0.16% 116
2023
Q4
Sell
-5,405
Closed -$209K 122
2023
Q3
$209K Buy
+5,405
New +$209K 0.2% 98
2023
Q2
Sell
-5,429
Closed -$206K 97
2023
Q1
$206K Buy
+5,429
New +$206K 0.19% 91