Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,562
Closed -$256K 119
2024
Q1
$256K Buy
2,562
+10
+0.4% +$998 0.14% 105
2023
Q4
$211K Buy
+2,552
New +$211K 0.12% 109
2022
Q1
Sell
-2,397
Closed -$324K 133
2021
Q4
$324K Buy
+2,397
New +$324K 0.19% 95