Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,763
Closed -$169K 57
2024
Q1
$169K Buy
17,763
+6,388
+56% +$60.8K ﹤0.01% 1163
2023
Q4
$110K Sell
11,375
-3,233
-22% -$31.2K ﹤0.01% 1079
2023
Q3
$134K Buy
14,608
+1,525
+12% +$14K ﹤0.01% 989
2023
Q2
$131K Buy
+13,083
New +$131K ﹤0.01% 982