Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,938
Closed -$220K 335
2024
Q1
$220K Sell
1,938
-8,307
-81% -$944K 0.04% 310
2023
Q4
$1.13M Buy
10,245
+2,043
+25% +$225K 0.2% 88
2023
Q3
$794K Sell
8,202
-4,940
-38% -$478K 0.24% 83
2023
Q2
$1.43M Buy
+13,142
New +$1.43M 0.43% 53