Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,832
Closed -$276K 243
2024
Q1
$276K Sell
2,832
-87
-3% -$8.47K 0.05% 189
2023
Q4
$241K Buy
+2,919
New +$241K 0.05% 187
2023
Q3
Sell
-2,929
Closed -$203K 200
2023
Q2
$203K Buy
+2,929
New +$203K 0.04% 202