Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-47,805
Closed -$2.07M 100
2024
Q1
$2.07M Buy
47,805
+1,141
+2% +$49.5K 1.16% 30
2023
Q4
$2.05M Buy
46,664
+1,162
+3% +$51K 1.22% 30
2023
Q3
$2.02M Sell
45,502
-720
-2% -$31.9K 1.34% 26
2023
Q2
$1.92M Buy
+46,222
New +$1.92M 1.25% 32