Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-185
Closed -$16.4K 106
2024
Q1
$16.4K Sell
185
-867
-82% -$77.1K 0.09% 87
2023
Q4
$96.2K Buy
1,052
+17
+2% +$1.56K 0.54% 66
2023
Q3
$81K Hold
1,035
0.52% 70
2023
Q2
$86.6K Buy
1,035
+29
+3% +$2.43K 0.51% 67
2023
Q1
$88.4K Buy
1,006
+248
+33% +$21.8K 0.55% 65
2022
Q4
$76K Sell
758
-233
-24% -$23.4K 0.43% 75
2022
Q3
$92K Buy
+991
New +$92K 0.64% 62