Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,787
Closed -$91.6K 352
2024
Q1
$91.6K Sell
10,787
-45
-0.4% -$382 ﹤0.01% 352
2023
Q4
$89.1K Sell
10,832
-7
-0.1% -$58 ﹤0.01% 337
2023
Q3
$90.3K Sell
10,839
-5,863
-35% -$48.8K ﹤0.01% 304
2023
Q2
$140K Buy
16,702
+151
+0.9% +$1.27K 0.01% 314
2023
Q1
$135K Sell
16,551
-30
-0.2% -$244 0.01% 313
2022
Q4
$133K Sell
16,581
-379
-2% -$3.03K 0.01% 314
2022
Q3
$103K Buy
+16,960
New +$103K 0.01% 307