Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,237
Closed -$282K 2220
2024
Q1
$282K Sell
5,237
-337
-6% -$18.1K 0.03% 624
2023
Q4
$300K Buy
5,574
+562
+11% +$30.2K 0.03% 589
2023
Q3
$386K Buy
+5,012
New +$386K 0.04% 462