Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,996
Closed -$264K 717
2024
Q1
$264K Buy
6,996
+697
+11% +$26.3K 0.01% 612
2023
Q4
$223K Buy
+6,299
New +$223K 0.01% 582
2023
Q3
Sell
-6,056
Closed -$214K 657
2023
Q2
$214K Buy
6,056
+634
+12% +$22.4K 0.01% 571
2023
Q1
$206K Buy
+5,422
New +$206K 0.01% 557