Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,155
Closed -$103K 176
2024
Q1
$103K Buy
12,155
+2,046
+20% +$17.4K 0.07% 187
2023
Q4
$83.2K Sell
10,109
-19
-0.2% -$156 0.07% 171
2023
Q3
$84.4K Buy
+10,128
New +$84.4K 0.07% 175
2023
Q2
Sell
-11,006
Closed -$89.6K 186
2023
Q1
$89.6K Buy
+11,006
New +$89.6K 0.07% 185