Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,293
Closed -$454K 337
2024
Q1
$454K Buy
2,293
+147
+7% +$29.1K 0.06% 205
2023
Q4
$369K Buy
2,146
+37
+2% +$6.36K 0.05% 227
2023
Q3
$312K Buy
+2,109
New +$312K 0.05% 235