Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$674K Buy
659
+274
+71% +$280K 0.04% 45
2024
Q1
$374K Sell
385
-1,690
-81% -$1.64M 0.03% 58
2023
Q4
$1.57M Hold
2,075
0.4% 51
2023
Q3
$1.22M Hold
2,075
0.36% 64
2023
Q2
$1.5M Hold
2,075
0.44% 39
2023
Q1
$1.41M Hold
2,075
0.48% 39
2022
Q4
$1.13M Buy
+2,075
New +$1.13M 0.41% 57