Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,074
Closed -$357K 2061
2024
Q1
$357K Buy
+8,074
New +$357K 0.05% 700
2023
Q3
Sell
-13,823
Closed -$383K 1703
2023
Q2
$383K Sell
13,823
-16,156
-54% -$448K 0.07% 544
2023
Q1
$591K Buy
+29,979
New +$591K 0.12% 207