Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,266
Closed -$211K 104
2024
Q1
$211K Hold
1,266
0.09% 96
2023
Q4
$248K Buy
+1,266
New +$248K 0.11% 75
2022
Q2
Sell
-1,416
Closed -$202K 110
2022
Q1
$202K Buy
+1,416
New +$202K 0.14% 92