Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$272K Sell
27,258
-913
-3% -$9.11K ﹤0.01% 837
2024
Q1
$332K Buy
28,171
+896
+3% +$10.6K 0.01% 757
2023
Q4
$312K Sell
27,275
-175
-0.6% -$2K 0.01% 744
2023
Q3
$315K Sell
27,450
-3,671
-12% -$42.1K 0.01% 616
2023
Q2
$362K Sell
31,121
-502
-2% -$5.84K 0.01% 584
2023
Q1
$377K Sell
31,623
-4,668
-13% -$55.7K 0.02% 550
2022
Q4
$359K Sell
36,291
-642
-2% -$6.35K 0.02% 552
2022
Q3
$332K Buy
36,933
+328
+0.9% +$2.95K 0.02% 529
2022
Q2
$431K Buy
36,605
+1,037
+3% +$12.2K 0.02% 473
2022
Q1
$420K Buy
35,568
+10,070
+39% +$119K 0.02% 495
2021
Q4
$269K Buy
25,498
+6,484
+34% +$68.4K 0.01% 604
2021
Q3
$206K Buy
19,014
+18,671
+5,443% +$202K 0.01% 646
2021
Q2
$4K Hold
343
﹤0.01% 1567
2021
Q1
$4K Buy
+343
New +$4K ﹤0.01% 1552