Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,046
Closed -$1.03M 35
2024
Q1
$1.03M Sell
2,046
-120
-6% -$60.6K 0.62% 43
2023
Q4
$1.29M Sell
2,166
-124
-5% -$74K 0.9% 31
2023
Q3
$1.17M Sell
2,290
-100
-4% -$51K 1.01% 22
2023
Q2
$1.17M Sell
2,390
-527
-18% -$258K 0.86% 28
2023
Q1
$1.12M Sell
2,917
-312
-10% -$120K 0.96% 24
2022
Q4
$1.09M Buy
+3,229
New +$1.09M 0.94% 29