Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,863
Closed -$475K 340
2024
Q1
$475K Sell
3,863
-76
-2% -$9.35K 0.03% 248
2023
Q4
$478K Buy
3,939
+64
+2% +$7.77K 0.04% 241
2023
Q3
$458K Buy
3,875
+54
+1% +$6.39K 0.04% 243
2023
Q2
$502K Buy
+3,821
New +$502K 0.04% 241
2013
Q4
Sell
-3,881
Closed -$234K 279
2013
Q3
$234K Buy
+3,881
New +$234K 0.05% 237