Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-62,158
Closed -$2.69M 124
2024
Q1
$2.69M Sell
62,158
-939
-1% -$40.7K 1.2% 29
2023
Q4
$2.77M Sell
63,097
-1,688
-3% -$74K 1.31% 23
2023
Q3
$2.87M Sell
64,785
-1,923
-3% -$85.3K 1.46% 17
2023
Q2
$2.77M Buy
+66,708
New +$2.77M 1.33% 22
2018
Q2
Sell
-600
Closed -$21K 202
2018
Q1
$21K Hold
600
0.02% 145
2017
Q4
$24K Buy
+600
New +$24K 0.02% 152