Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,200
Closed -$271K 793
2024
Q1
$271K Buy
2,200
+335
+18% +$41.2K ﹤0.01% 642
2023
Q4
$226K Sell
1,865
-43
-2% -$5.22K ﹤0.01% 685
2023
Q3
$226K Buy
1,908
+33
+2% +$3.9K ﹤0.01% 672
2023
Q2
$246K Sell
1,875
-159
-8% -$20.9K ﹤0.01% 655
2023
Q1
$275K Buy
2,034
+6
+0.3% +$811 ﹤0.01% 629
2022
Q4
$281K Buy
+2,028
New +$281K ﹤0.01% 604
2022
Q2
Sell
-1,549
Closed -$226K 715
2022
Q1
$226K Buy
+1,549
New +$226K ﹤0.01% 687