Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,145
Closed -$227K 1759
2024
Q1
$227K Buy
17,145
+11,721
+216% +$155K 0.04% 517
2023
Q4
$73.8K Buy
5,424
+283
+6% +$3.85K 0.01% 1188
2023
Q3
$78K Buy
5,141
+3,812
+287% +$57.8K 0.02% 1028
2023
Q2
$34.9K Buy
+1,329
New +$34.9K 0.01% 1250