Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5
Closed -$11.7K 3868
2024
Q1
$11.7K Buy
+5
New +$11.7K ﹤0.01% 3344
2023
Q1
Sell
-38
Closed -$773K 3690
2022
Q4
$773K Sell
38
-4
-10% -$81.3K ﹤0.01% 1989
2022
Q3
$852 Buy
42
+4
+11% +$81 ﹤0.01% 1930
2022
Q2
$753 Hold
38
﹤0.01% 2116
2022
Q1
$749K Buy
+38
New +$749K ﹤0.01% 2138