Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-23,918
Closed -$78.9K 54
2024
Q1
$78.9K Buy
23,918
+17,731
+287% +$58.5K 0.02% 44
2023
Q4
$381K Hold
6,187
0.09% 39
2023
Q3
$285K Buy
+6,187
New +$285K 0.22% 13
2023
Q1
Sell
-9,042
Closed -$224K 35
2022
Q4
$224K Hold
9,042
0.1% 37
2022
Q3
$240K Hold
9,042
0.1% 36
2022
Q2
$185K Hold
9,042
0.09% 33
2022
Q1
$323K Hold
9,042
0.14% 28
2021
Q4
$379K Buy
+9,042
New +$379K 0.13% 26