Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,538
Closed -$258K 134
2024
Q1
$258K Buy
9,538
+662
+7% +$17.9K 0.1% 105
2023
Q4
$255K Buy
8,876
+679
+8% +$19.5K 0.11% 88
2023
Q3
$209K Buy
8,197
+813
+11% +$20.7K 0.09% 85
2023
Q2
$269K Buy
7,384
+919
+14% +$33.5K 0.11% 79
2023
Q1
$217K Buy
6,465
+779
+14% +$26.2K 0.09% 82
2022
Q4
$63.6K Buy
+5,686
New +$63.6K 0.03% 153