Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,742
Closed -$656K 221
2024
Q1
$656K Buy
6,742
+1,638
+32% +$159K 0.06% 415
2023
Q4
$421K Sell
5,104
-332
-6% -$27.4K 0.04% 455
2023
Q3
$348K Sell
5,436
-13,502
-71% -$864K 0.04% 461
2023
Q2
$1.31M Buy
+18,938
New +$1.31M 0.16% 235