Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,062
Closed -$142K 1797
2024
Q1
$142K Buy
1,062
+35
+3% +$4.69K 0.02% 634
2023
Q4
$131K Buy
1,027
+3
+0.3% +$382 0.02% 606
2023
Q3
$130K Sell
1,024
-13
-1% -$1.65K 0.02% 584
2023
Q2
$112K Buy
1,037
+129
+14% +$13.9K 0.02% 618
2023
Q1
$78.8K Buy
+908
New +$78.8K 0.01% 640