Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,683
Closed -$330K 630
2024
Q1
$330K Hold
2,683
0.01% 540
2023
Q4
$326K Sell
2,683
-1
-0% -$121 0.01% 524
2023
Q3
$317K Hold
2,684
0.01% 515
2023
Q2
$353K Sell
2,684
-31
-1% -$4.07K 0.01% 513
2023
Q1
$367K Buy
2,715
+35
+1% +$4.73K 0.01% 502
2022
Q4
$372K Buy
+2,680
New +$372K 0.01% 500