Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-608
Closed -$211K 782
2024
Q1
$211K Sell
608
-164
-21% -$56.9K 0.02% 730
2023
Q4
$280K Buy
772
+60
+8% +$21.8K 0.02% 615
2023
Q3
$212K Buy
+712
New +$212K 0.03% 610