Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,639
Closed -$230K 287
2024
Q1
$230K Sell
1,639
-129
-7% -$18.1K 0.04% 157
2023
Q4
$216K Buy
+1,768
New +$216K 0.04% 153
2021
Q3
Sell
-1,981
Closed -$213K 205
2021
Q2
$213K Hold
1,981
0.03% 187
2021
Q1
$209K Buy
+1,981
New +$209K 0.04% 172