Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$415K Sell
2,738
-33
-1% -$5K 0.06% 153
2024
Q1
$457K Sell
2,771
-64
-2% -$10.6K 0.06% 151
2023
Q4
$386K Sell
2,835
-440
-13% -$59.9K 0.06% 170
2023
Q3
$449K Sell
3,275
-269
-8% -$36.9K 0.07% 151
2023
Q2
$454K Sell
3,544
-409
-10% -$52.4K 0.07% 150
2023
Q1
$492K Buy
3,953
+250
+7% +$31.1K 0.09% 177
2022
Q4
$317K Buy
3,703
+58
+2% +$4.96K 0.06% 214
2022
Q3
$383K Buy
3,645
+1,061
+41% +$111K 0.1% 194
2022
Q2
$230K Buy
+2,584
New +$230K 0.05% 248