Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,171
Closed -$226K 234
2024
Q1
$226K Sell
1,171
-30
-2% -$5.79K 0.03% 156
2023
Q4
$313K Buy
+1,201
New +$313K 0.07% 108
2023
Q3
Sell
-1,030
Closed -$217K 140
2023
Q2
$217K Buy
+1,030
New +$217K 0.06% 132