Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$202K Sell
1,110
-399
-26% -$72.6K 0.01% 170
2024
Q1
$291K Buy
1,509
+300
+25% +$57.9K 0.02% 148
2023
Q4
$315K Sell
1,209
-1
-0.1% -$261 0.02% 145
2023
Q3
$232K Buy
1,210
+94
+8% +$18K 0.02% 145
2023
Q2
$267K Buy
+1,116
New +$267K 0.02% 144
2022
Q1
Sell
-1,104
Closed -$222K 175
2021
Q4
$222K Buy
+1,104
New +$222K 0.01% 165