Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,137
Closed -$61.3K 178
2024
Q1
$61.3K Sell
10,137
-6
-0.1% -$36 0.03% 196
2023
Q4
$58.4K Hold
10,143
0.03% 172
2023
Q3
$48.7K Hold
10,143
0.03% 148
2023
Q2
$51.4K Buy
10,143
+20
+0.2% +$101 0.03% 157
2023
Q1
$43.5K Sell
10,123
-6
-0.1% -$26 0.03% 153
2022
Q4
$51K Buy
10,129
+22
+0.2% +$111 0.04% 148
2022
Q3
$40K Buy
+10,107
New +$40K 0.03% 133