Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$300K Sell
2,011
-1
-0% -$149 0.04% 187
2024
Q1
$322K Sell
2,012
-40
-2% -$6.39K 0.04% 190
2023
Q4
$273K Sell
2,052
-112
-5% -$14.9K 0.04% 209
2023
Q3
$244K Sell
2,164
-371
-15% -$41.9K 0.04% 213
2023
Q2
$320K Sell
2,535
-801
-24% -$101K 0.05% 191
2023
Q1
$377K Sell
3,336
-1,470
-31% -$166K 0.07% 211
2022
Q4
$486K Sell
4,806
-1
-0% -$101 0.1% 178
2022
Q3
$449K Buy
4,807
+980
+26% +$91.5K 0.11% 171
2022
Q2
$341K Sell
3,827
-153
-4% -$13.6K 0.08% 208
2022
Q1
$404K Buy
3,980
+952
+31% +$96.6K 0.08% 198
2021
Q4
$314K Buy
+3,028
New +$314K 0.05% 251
2020
Q2
Sell
-1,300
Closed -$123K 482
2020
Q1
$123K Buy
+1,300
New +$123K 0.02% 354