Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,897
Closed -$272K 438
2024
Q1
$272K Buy
+2,897
New +$272K 0.04% 336
2023
Q3
Sell
-1,901
Closed -$210K 343
2023
Q2
$210K Sell
1,901
-928
-33% -$102K 0.06% 317
2023
Q1
$347K Buy
+2,829
New +$347K 0.1% 218