Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,727
Closed -$297K 250
2024
Q1
$297K Buy
6,727
+548
+9% +$24.2K 0.19% 113
2023
Q4
$310K Buy
6,179
+21
+0.3% +$1.06K 0.22% 109
2023
Q3
$219K Buy
+6,158
New +$219K 0.18% 122