Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-689
Closed -$261K 89
2024
Q1
$261K Sell
689
-126
-15% -$47.7K 0.03% 544
2023
Q4
$264K Buy
+815
New +$264K 0.03% 515
2022
Q3
Sell
-1,940
Closed -$547K 552
2022
Q2
$547K Buy
+1,940
New +$547K 0.05% 449