Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,648
Closed -$113K 455
2024
Q1
$113K Sell
1,648
-35
-2% -$2.41K 0.01% 447
2023
Q4
$136K Buy
+1,683
New +$136K 0.01% 374
2022
Q4
$223K Sell
1,859
-99
-5% -$11.9K 0.03% 292
2022
Q3
$196K Buy
+1,958
New +$196K 0.02% 295