Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,127
Closed -$567K 671
2024
Q1
$567K Buy
6,127
+1,476
+32% +$137K 0.05% 163
2023
Q4
$351K Buy
+4,651
New +$351K 0.03% 376
2023
Q3
Sell
-3,462
Closed -$250K 654
2023
Q2
$250K Buy
+3,462
New +$250K 0.03% 461