Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,544
Closed -$338K 339
2024
Q1
$338K Sell
13,544
-333
-2% -$8.31K 0.05% 265
2023
Q4
$253K Buy
13,877
+797
+6% +$14.5K 0.02% 579
2023
Q3
$245K Buy
+13,080
New +$245K 0.02% 543