Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,911
Closed -$140K 466
2024
Q1
$140K Sell
11,911
-960
-7% -$11.3K 0.01% 401
2023
Q4
$147K Sell
12,871
-3,021
-19% -$34.5K 0.02% 344
2023
Q3
$183K Sell
15,892
-459
-3% -$5.27K 0.03% 307
2023
Q2
$190K Buy
16,351
+483
+3% +$5.62K 0.03% 283
2023
Q1
$189K Buy
+15,868
New +$189K 0.03% 272