Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-554
Closed -$218K 213
2024
Q1
$218K Buy
554
+13
+2% +$5.12K 0.03% 333
2023
Q4
$206K Buy
+541
New +$206K 0.02% 646
2019
Q3
Sell
-2,046
Closed -$290K 635
2019
Q2
$290K Buy
2,046
+113
+6% +$16K 0.01% 646
2019
Q1
$241K Buy
+1,933
New +$241K 0.01% 674