Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,065
Closed -$1.16M 872
2024
Q1
$1.16M Buy
2,065
+86
+4% +$48.2K 0.01% 534
2023
Q4
$1.12M Sell
1,979
-2
-0.1% -$1.13K 0.01% 514
2023
Q3
$1.02M Buy
1,981
+3
+0.2% +$1.54K 0.01% 526
2023
Q2
$928K Buy
+1,978
New +$928K 0.01% 530