Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-109,181
Closed -$170K 185
2024
Q1
$170K Buy
109,181
+61,632
+130% +$96.1K 0.09% 173
2023
Q4
$87K Sell
47,549
-36,387
-43% -$66.6K 0.05% 160
2023
Q3
$119K Buy
+83,936
New +$119K 0.08% 151