Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-778
Closed -$260K 284
2024
Q1
$260K Hold
778
0.02% 276
2023
Q4
$226K Buy
+778
New +$226K 0.01% 291
2023
Q3
Sell
-639
Closed -$221K 293
2023
Q2
$221K Sell
639
-258
-29% -$89.1K 0.01% 284
2023
Q1
$283K Hold
897
0.02% 283
2022
Q4
$269K Hold
897
0.02% 289
2022
Q3
$240K Hold
897
0.02% 305
2022
Q2
$242K Hold
897
0.02% 304
2022
Q1
$292K Buy
+897
New +$292K 0.02% 304