Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,034
Closed -$490K 354
2024
Q1
$490K Buy
+5,034
New +$490K 0.01% 223
2023
Q3
Sell
-7,072
Closed -$489K 391
2023
Q2
$489K Buy
7,072
+102
+1% +$7.06K 0.01% 236
2023
Q1
$403K Buy
+6,970
New +$403K 0.01% 344