Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,481
Closed -$627K 433
2024
Q1
$627K Buy
14,481
+5,921
+69% +$256K 0.01% 175
2023
Q4
$339K Buy
8,560
+1,782
+26% +$70.7K 0.01% 251
2023
Q3
$228K Buy
+6,778
New +$228K 0.01% 258