Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,916
Closed -$224K 3910
2024
Q1
$224K Buy
16,916
+1,964
+13% +$26K ﹤0.01% 3591
2023
Q4
$203K Sell
14,952
-7,809
-34% -$106K ﹤0.01% 3556
2023
Q3
$345K Buy
+22,761
New +$345K ﹤0.01% 3368