Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,528
Closed -$212K 259
2024
Q1
$212K Buy
+1,528
New +$212K 0.02% 261
2023
Q3
Sell
-1,859
Closed -$239K 315
2023
Q2
$239K Sell
1,859
-44
-2% -$5.65K 0.02% 350
2023
Q1
$221K Sell
1,903
-103
-5% -$12K 0.02% 389
2022
Q4
$227K Buy
+2,006
New +$227K 0.02% 375
2022
Q2
Sell
-1,960
Closed -$251K 466
2022
Q1
$251K Sell
1,960
-344
-15% -$44.1K 0.02% 398
2021
Q4
$309K Buy
+2,304
New +$309K 0.02% 232