Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,185
Closed -$259K 326
2024
Q1
$259K Sell
2,185
-121
-5% -$14.4K 0.01% 435
2023
Q4
$245K Buy
+2,306
New +$245K 0.01% 442
2023
Q1
Sell
-3,188
Closed -$239K 637
2022
Q4
$239K Buy
+3,188
New +$239K 0.01% 490
2022
Q3
Sell
-3,257
Closed -$227K 641
2022
Q2
$227K Sell
3,257
-103
-3% -$7.18K 0.01% 505
2022
Q1
$281K Buy
+3,360
New +$281K 0.01% 446
2020
Q3
Sell
-1,237
Closed -$91K 429
2020
Q2
$91K Sell
1,237
-935
-43% -$68.8K 0.01% 159
2020
Q1
$124K Buy
2,172
+2,098
+2,835% +$120K 0.01% 113
2019
Q4
$5K Buy
+74
New +$5K ﹤0.01% 458