Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,972
Closed -$235K 549
2024
Q1
$235K Buy
+5,972
New +$235K 0.02% 554
2023
Q1
Sell
-12,486
Closed -$341K 799
2022
Q4
$341K Sell
12,486
-3,477
-22% -$95.1K 0.04% 500
2022
Q3
$541K Buy
+15,963
New +$541K 0.06% 403