Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$181K Buy
+1,750
New +$181K 0.16% 96
2023
Q1
Sell
-1,600
Closed -$84.2K 316
2022
Q4
$84.2K Sell
1,600
-1,136
-42% -$59.8K 0.08% 131
2022
Q3
$146K Hold
2,736
0.14% 111
2022
Q2
$195K Hold
2,736
0.2% 87
2022
Q1
$246K Buy
2,736
+438
+19% +$39.4K 0.22% 88
2021
Q4
$260K Hold
2,298
0.23% 90
2021
Q3
$190K Hold
2,298
0.17% 107
2021
Q2
$202K Buy
+2,298
New +$202K 0.18% 97