Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-28,300
Closed -$131K 264
2024
Q1
$131K Hold
28,300
0.04% 258
2023
Q4
$138K Sell
28,300
-6,200
-18% -$30.1K 0.04% 259
2023
Q3
$164K Buy
34,500
+17,700
+105% +$83.9K 0.06% 243
2023
Q2
$124K Buy
+16,800
New +$124K 0.04% 252
2021
Q2
Sell
-66
Closed 293
2021
Q1
$0 Buy
+66
New ﹤0.01% 387