Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$214K Sell
681
-50
-7% -$15.7K 0.01% 167
2024
Q1
$229K Sell
731
-506
-41% -$158K 0.01% 163
2023
Q4
$298K Buy
+1,237
New +$298K 0.02% 149
2023
Q1
Sell
-2,648
Closed -$416K 163
2022
Q4
$416K Hold
2,648
0.03% 122
2022
Q3
$353K Buy
+2,648
New +$353K 0.02% 133