Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,769
Closed -$168K 755
2024
Q1
$168K Buy
13,769
+2,144
+18% +$26.1K 0.01% 678
2023
Q4
$184K Buy
+11,625
New +$184K 0.01% 628
2022
Q1
Sell
-16,364
Closed -$362K 711
2021
Q4
$362K Buy
+16,364
New +$362K 0.03% 413
2021
Q3
Sell
-16,364
Closed -$362K 616
2021
Q2
$362K Buy
+16,364
New +$362K 0.03% 414