Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-629
Closed -$10.4K 820
2024
Q1
$10.4K Hold
629
﹤0.01% 513
2023
Q4
$9.45K Hold
629
﹤0.01% 523
2023
Q3
$8.29K Hold
629
﹤0.01% 536
2023
Q2
$8.47K Sell
629
-157
-20% -$2.12K ﹤0.01% 560
2023
Q1
$9.33K Buy
786
+171
+28% +$2.03K ﹤0.01% 540
2022
Q4
$7.49K Buy
615
+38
+7% +$462 ﹤0.01% 489
2022
Q3
$5K Hold
577
﹤0.01% 532
2022
Q2
$8K Buy
+577
New +$8K ﹤0.01% 573