Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,170
Closed -$232K 110
2024
Q1
$232K Sell
1,170
-348
-23% -$69.1K 0.1% 92
2023
Q4
$264K Sell
1,518
-7
-0.5% -$1.22K 0.12% 87
2023
Q3
$238K Sell
1,525
-19
-1% -$2.97K 0.12% 89
2023
Q2
$253K Sell
1,544
-34
-2% -$5.58K 0.13% 87
2023
Q1
$244K Buy
1,578
+14
+0.9% +$2.16K 0.13% 88
2022
Q4
$206K Buy
+1,564
New +$206K 0.14% 92