Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-51,549
Closed -$214K 1923
2024
Q1
$214K Buy
51,549
+25,873
+101% +$108K 0.02% 1122
2023
Q4
$93.7K Buy
+25,676
New +$93.7K 0.01% 1099
2023
Q3
Sell
-109,709
Closed -$281K 1594
2023
Q2
$281K Buy
+109,709
New +$281K 0.03% 796