Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$250K Buy
735
+57
+8% +$19.4K 0.01% 155
2024
Q1
$243K Sell
678
-42
-6% -$15K 0.01% 160
2023
Q4
$216K Buy
+720
New +$216K 0.01% 172
2023
Q1
Sell
-891
Closed -$218K 179
2022
Q4
$218K Buy
+891
New +$218K 0.01% 164
2022
Q2
Sell
-795
Closed -$213K 171
2022
Q1
$213K Buy
+795
New +$213K 0.01% 164