Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-27,450
Closed -$261K 492
2024
Q1
$261K Buy
27,450
+3,818
+16% +$36.3K 0.1% 320
2023
Q4
$228K Buy
23,632
+8,248
+54% +$79.5K 0.07% 419
2023
Q3
$141K Sell
15,384
-9,411
-38% -$86.2K 0.07% 361
2023
Q2
$247K Sell
24,795
-8,454
-25% -$84.4K 0.12% 264
2023
Q1
$378K Buy
33,249
+12,449
+60% +$142K 0.26% 101
2022
Q4
$248K Buy
+20,800
New +$248K 0.2% 165