Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$576K Buy
3,314
+225
+7% +$39.1K 0.03% 153
2024
Q1
$420K Hold
3,089
0.02% 178
2023
Q4
$321K Hold
3,089
0.02% 200
2023
Q3
$268K Sell
3,089
-115
-4% -$9.98K 0.02% 202
2023
Q2
$323K Hold
3,204
0.02% 191
2023
Q1
$298K Hold
3,204
0.02% 203
2022
Q4
$239K Hold
3,204
0.02% 212
2022
Q3
$220K Buy
3,204
+32
+1% +$2.2K 0.02% 214
2022
Q2
$259K Buy
+3,172
New +$259K 0.02% 206