Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,010
Closed -$362K 288
2024
Q1
$362K Sell
1,010
-6
-0.6% -$2.15K 0.05% 252
2023
Q4
$415K Buy
1,016
+224
+28% +$91.5K 0.03% 437
2023
Q3
$274K Buy
792
+97
+14% +$33.6K 0.02% 504
2023
Q2
$286K Buy
+695
New +$286K 0.02% 607
2022
Q2
Sell
-585
Closed -$260K 865
2022
Q1
$260K Buy
+585
New +$260K 0.01% 714