Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,888
Closed -$152K 413
2024
Q1
$152K Sell
17,888
-1,008
-5% -$8.56K 0.01% 385
2023
Q4
$156K Buy
+18,896
New +$156K 0.01% 372
2023
Q2
Sell
-3,277
Closed -$26.7K 910
2023
Q1
$26.7K Buy
3,277
+264
+9% +$2.15K ﹤0.01% 774
2022
Q4
$24.1K Buy
3,013
+2,712
+901% +$21.7K ﹤0.01% 803
2022
Q3
$2K Buy
+301
New +$2K ﹤0.01% 1340