Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,300
Closed -$253K 769
2024
Q1
$253K Sell
3,300
-200
-6% -$15.4K 0.01% 616
2023
Q4
$246K Sell
3,500
-600
-15% -$42.3K 0.01% 614
2023
Q3
$241K Buy
+4,100
New +$241K 0.01% 602
2022
Q4
Sell
-6,100
Closed -$238K 743
2022
Q3
$238K Buy
+6,100
New +$238K 0.01% 527
2022
Q2
Sell
-5,737
Closed -$263K 734
2022
Q1
$263K Buy
+5,737
New +$263K 0.01% 586