Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,143
Closed -$226K 266
2024
Q1
$226K Sell
6,143
-2,253
-27% -$83K 0.02% 508
2023
Q4
$302K Buy
8,396
+185
+2% +$6.66K 0.02% 435
2023
Q3
$274K Buy
8,211
+2,815
+52% +$94.1K 0.03% 407
2023
Q2
$200K Buy
+5,396
New +$200K 0.02% 512