Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,330
Closed -$463K 1783
2024
Q1
$463K Buy
1,330
+364
+38% +$127K 0.01% 1291
2023
Q4
$263K Sell
966
-1,039
-52% -$283K ﹤0.01% 1458
2023
Q3
$530K Sell
2,005
-366
-15% -$96.8K 0.01% 1185
2023
Q2
$781K Sell
2,371
-61
-3% -$20.1K 0.01% 1047
2023
Q1
$592K Buy
+2,432
New +$592K 0.01% 1081
2020
Q3
Sell
-19
Closed -$5K 1689
2020
Q2
$5K Buy
+19
New +$5K ﹤0.01% 1490