Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-27,122
Closed -$231K 739
2024
Q1
$231K Buy
27,122
+6,336
+30% +$54K 0.02% 655
2023
Q4
$223K Sell
20,786
-462
-2% -$4.96K 0.02% 618
2023
Q3
$276K Sell
21,248
-28,052
-57% -$365K 0.02% 523
2023
Q2
$738K Buy
+49,300
New +$738K 0.06% 261