Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-25
Closed -$412 1372
2024
Q1
$412 Buy
+25
New +$412 ﹤0.01% 1262
2023
Q3
Sell
-3,949
Closed -$53.2K 1256
2023
Q2
$53.2K Sell
3,949
-100
-2% -$1.35K 0.01% 691
2023
Q1
$48.1K Hold
4,049
0.01% 716
2022
Q4
$49.3K Buy
4,049
+113
+3% +$1.38K 0.01% 696
2022
Q3
$33K Hold
3,936
0.01% 795
2022
Q2
$39K Hold
3,936
0.01% 764
2022
Q1
$41K Hold
3,936
0.01% 793
2021
Q4
$55K Buy
+3,936
New +$55K 0.01% 715