Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,638
Closed -$249K 160
2024
Q1
$249K Sell
5,638
-98
-2% -$4.33K 0.12% 148
2023
Q4
$288K Buy
+5,736
New +$288K 0.14% 140
2023
Q3
Sell
-6,123
Closed -$205K 166
2023
Q2
$205K Sell
6,123
-560
-8% -$18.7K 0.1% 162
2023
Q1
$218K Buy
+6,683
New +$218K 0.11% 158