Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,554
Closed -$201K 862
2024
Q1
$201K Sell
2,554
-554
-18% -$43.6K 0.01% 841
2023
Q4
$208K Buy
+3,108
New +$208K 0.01% 595
2023
Q3
Sell
-4,133
Closed -$237K 724
2023
Q2
$237K Sell
4,133
-48
-1% -$2.75K 0.01% 719
2023
Q1
$208K Buy
+4,181
New +$208K 0.01% 742
2022
Q1
Sell
-3,353
Closed -$236K 782
2021
Q4
$236K Buy
+3,353
New +$236K 0.01% 662