Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,065
Closed -$267K 83
2024
Q1
$267K Sell
6,065
-41
-0.7% -$1.81K 0.04% 74
2023
Q4
$305K Buy
6,106
+27
+0.4% +$1.35K 0.06% 69
2023
Q3
$219K Hold
6,079
0.04% 75
2023
Q2
$201K Hold
6,079
0.04% 80
2023
Q1
$201K Buy
+6,079
New +$201K 0.04% 77
2022
Q3
Sell
-6,038
Closed -$223K 75
2022
Q2
$223K Hold
6,038
0.05% 70
2022
Q1
$302K Sell
6,038
-51
-0.8% -$2.55K 0.06% 62
2021
Q4
$317K Buy
+6,089
New +$317K 0.06% 62