Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-592
Closed -$332K 707
2024
Q1
$332K Sell
592
-16
-3% -$8.97K 0.05% 193
2023
Q4
$344K Sell
608
-65
-10% -$36.8K 0.06% 190
2023
Q3
$345K Sell
673
-90
-12% -$46.2K 0.06% 187
2023
Q2
$358K Sell
763
-3
-0.4% -$1.41K 0.06% 189
2023
Q1
$429K Buy
+766
New +$429K 0.08% 179