Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,625
Closed -$230K 240
2024
Q1
$230K Buy
2,625
+330
+14% +$28.9K 0.06% 263
2023
Q4
$189K Buy
+2,295
New +$189K 0.05% 290
2023
Q3
Sell
-2,280
Closed -$147K 382
2023
Q2
$147K Sell
2,280
-285
-11% -$18.4K 0.04% 283
2023
Q1
$163K Buy
2,565
+1,083
+73% +$68.7K 0.05% 224
2022
Q4
$71.8K Buy
+1,482
New +$71.8K 0.03% 256