Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,522
Closed -$228K 153
2023
Q4
$228K Buy
+3,522
New +$228K 0.14% 136
2023
Q2
Sell
-3,346
Closed -$223K 149
2023
Q1
$223K Sell
3,346
-1,334
-29% -$89K 0.16% 145
2022
Q4
$281K Buy
4,680
+47
+1% +$2.82K 0.23% 105
2022
Q3
$209K Hold
4,633
0.2% 119
2022
Q2
$250K Buy
+4,633
New +$250K 0.24% 92