Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,063
Closed -$572K 231
2024
Q1
$572K Sell
13,063
-3,390
-21% -$148K 0.03% 114
2023
Q4
$1.28M Buy
16,453
+9,770
+146% +$758K 0.09% 87
2023
Q3
$567K Sell
6,683
-1,312
-16% -$111K 0.12% 93
2023
Q2
$915K Buy
7,995
+2,450
+44% +$280K 0.14% 72
2023
Q1
$629K Buy
+5,545
New +$629K 0.15% 53