Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,909
Closed -$681K 292
2024
Q1
$681K Buy
9,909
+7,008
+242% +$482K 0.36% 109
2023
Q4
$235K Buy
+2,901
New +$235K 0.15% 216
2023
Q2
Sell
-845
Closed -$94.1K 348
2023
Q1
$94.1K Buy
+845
New +$94.1K 0.08% 274