Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,556
Closed -$216K 469
2024
Q1
$216K Buy
+1,556
New +$216K ﹤0.01% 451
2023
Q3
Sell
-2,087
Closed -$268K 450
2023
Q2
$268K Sell
2,087
-3
-0.1% -$386 0.01% 401
2023
Q1
$243K Buy
2,090
+16
+0.8% +$1.86K 0.01% 406
2022
Q4
$235K Buy
+2,074
New +$235K 0.01% 402