Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,007
Closed -$159K 114
2024
Q1
$159K Buy
12,007
+41
+0.3% +$544 0.11% 108
2023
Q4
$146K Buy
+11,966
New +$146K 0.11% 110
2023
Q3
Sell
-11,323
Closed -$171K 100
2023
Q2
$171K Hold
11,323
0.13% 102
2023
Q1
$143K Buy
+11,323
New +$143K 0.12% 99