Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-147
Closed -$1.19M 159
2024
Q1
$1.19M Buy
+147
New +$1.19M 0.15% 133
2023
Q4
Sell
-367
Closed -$2.19M 163
2023
Q3
$2.19M Buy
367
+207
+129% +$1.23M 0.34% 89
2023
Q2
$1.02M Buy
+160
New +$1.02M 0.15% 133