Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$19.7K Sell
545
-2,986
-85% -$108K 0.01% 361
2024
Q1
$133K Buy
3,531
+585
+20% +$22K 0.03% 349
2023
Q4
$104K Buy
+2,946
New +$104K 0.02% 352
2023
Q3
Sell
-3,006
Closed -$106K 344
2023
Q2
$106K Sell
3,006
-32,981
-92% -$1.16M 0.03% 323
2023
Q1
$1.37M Sell
35,987
-1,543
-4% -$58.5K 0.33% 73
2022
Q4
$1.31M Sell
37,530
-23,163
-38% -$809K 0.31% 80
2022
Q3
$1.73M Buy
60,693
+153
+0.3% +$4.37K 0.37% 66
2022
Q2
$1.91M Sell
60,540
-384
-0.6% -$12.1K 0.36% 69
2022
Q1
$2.02M Buy
+60,924
New +$2.02M 0.38% 63