Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,561
Closed -$439K 263
2024
Q1
$439K Sell
5,561
-17
-0.3% -$1.34K 0.04% 228
2023
Q4
$374K Sell
5,578
-36
-0.6% -$2.41K 0.04% 236
2023
Q3
$300K Sell
5,614
-3
-0.1% -$160 0.04% 239
2023
Q2
$322K Hold
5,617
0.04% 237
2023
Q1
$279K Sell
5,617
-302
-5% -$15K 0.04% 247
2022
Q4
$276K Buy
+5,919
New +$276K 0.04% 252