Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,466
Closed -$139K 167
2024
Q1
$139K Sell
10,466
-1,811
-15% -$24.1K 0.04% 232
2023
Q4
$150K Buy
12,277
+1,996
+19% +$24.4K 0.06% 218
2023
Q3
$128K Buy
+10,281
New +$128K 0.05% 196
2021
Q4
Sell
-11,519
Closed -$163K 200
2021
Q3
$163K Buy
+11,519
New +$163K 0.07% 170