Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-870
Closed -$223K 185
2024
Q1
$223K Sell
870
-1,397
-62% -$357K 0.05% 230
2023
Q4
$515K Buy
+2,267
New +$515K 0.11% 96
2023
Q3
Sell
-345
Closed -$63.3K 551
2023
Q2
$63.3K Sell
345
-767
-69% -$141K 0.01% 385
2023
Q1
$217K Buy
+1,112
New +$217K 0.07% 146