Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,176
Closed -$427K 126
2024
Q1
$427K Buy
1,176
+9
+0.8% +$3.27K 0.03% 73
2023
Q4
$349K Buy
1,167
+115
+11% +$34.4K 0.03% 81
2023
Q3
$301K Sell
1,052
-6
-0.6% -$1.72K 0.02% 79
2023
Q2
$297K Sell
1,058
-138
-12% -$38.7K 0.02% 81
2023
Q1
$306K Buy
1,196
+216
+22% +$55.2K 0.02% 82
2022
Q4
$325K Buy
980
+218
+29% +$72.2K 0.02% 92
2022
Q3
$211K Buy
+762
New +$211K 0.01% 89