Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-43,121
Closed -$116K 355
2024
Q1
$116K Buy
+43,121
New +$116K 0.05% 239
2023
Q3
Sell
-84,969
Closed -$359K 236
2023
Q2
$359K Sell
84,969
-27,562
-24% -$117K 0.07% 142
2023
Q1
$469K Buy
+112,531
New +$469K 0.16% 123