Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-685
Closed -$238K 233
2024
Q1
$238K Sell
685
-263
-28% -$91.3K 0.05% 205
2023
Q4
$344K Buy
948
+66
+7% +$24K 0.09% 111
2023
Q3
$262K Buy
882
+113
+15% +$33.6K 0.08% 122
2023
Q2
$254K Buy
769
+54
+8% +$17.8K 0.08% 118
2023
Q1
$238K Buy
+715
New +$238K 0.07% 109