Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,852
Closed -$362K 731
2024
Q1
$362K Buy
5,852
+1,019
+21% +$63.1K 0.09% 373
2023
Q4
$235K Buy
+4,833
New +$235K 0.17% 274
2023
Q1
Sell
-8,098
Closed -$398K 515
2022
Q4
$398K Buy
+8,098
New +$398K 0.21% 213