Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,435
Closed -$350K 555
2024
Q1
$350K Buy
1,435
+177
+14% +$43.2K 0.01% 885
2023
Q4
$273K Sell
1,258
-306
-20% -$66.5K ﹤0.01% 912
2023
Q3
$325K Buy
1,564
+104
+7% +$21.6K 0.01% 749
2023
Q2
$314K Buy
1,460
+183
+14% +$39.4K 0.01% 767
2023
Q1
$295K Buy
1,277
+88
+7% +$20.3K 0.01% 777
2022
Q4
$272K Buy
+1,189
New +$272K 0.01% 755