Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,249
Closed -$873K 548
2024
Q1
$873K Buy
1,249
+38
+3% +$26.5K 0.5% 31
2023
Q4
$704K Buy
+1,211
New +$704K 0.39% 53
2023
Q2
Sell
-1,749
Closed -$698K 518
2023
Q1
$698K Buy
+1,749
New +$698K 0.45% 41