Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$335K Sell
986
-19
-2% -$6.47K 0.03% 218
2024
Q1
$360K Buy
1,005
+15
+2% +$5.37K 0.03% 218
2023
Q4
$296K Buy
990
+5
+0.5% +$1.5K 0.02% 235
2023
Q3
$269K Buy
985
+19
+2% +$5.19K 0.03% 226
2023
Q2
$295K Buy
966
+45
+5% +$13.7K 0.03% 224
2023
Q1
$263K Hold
921
0.02% 232
2022
Q4
$225K Buy
+921
New +$225K 0.02% 245
2022
Q2
Sell
-971
Closed -$260K 278
2022
Q1
$260K Hold
971
0.02% 235
2021
Q4
$260K Buy
971
+56
+6% +$15K 0.02% 249
2021
Q3
$241K Hold
915
0.02% 240
2021
Q2
$238 Hold
915
0.02% 245
2021
Q1
$223K Buy
+915
New +$223K 0.02% 246