Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,387
Closed -$218K 158
2024
Q1
$218K Sell
2,387
-169
-7% -$15.4K 0.1% 110
2023
Q4
$318K Buy
2,556
+179
+8% +$22.3K 0.16% 61
2023
Q3
$264K Buy
+2,377
New +$264K 0.17% 62