Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,728
Closed -$203K 143
2024
Q1
$203K Buy
+4,728
New +$203K 0.04% 263
2022
Q3
Sell
-5,209
Closed -$283K 273
2022
Q2
$283K Sell
5,209
-11
-0.2% -$599 0.08% 204
2022
Q1
$284K Buy
+5,220
New +$284K 0.07% 229