Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,300
Closed -$136K 366
2024
Q1
$136K Buy
+1,300
New +$136K 0.04% 257
2022
Q2
Sell
-1,800
Closed -$149K 405
2022
Q1
$149K Buy
1,800
+300
+20% +$24.8K 0.06% 167
2021
Q4
$138K Buy
1,500
+600
+67% +$55.2K 0.05% 172
2021
Q3
$81K Buy
+900
New +$81K 0.03% 168