Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,925
Closed -$209K 153
2024
Q1
$209K Hold
6,925
0.05% 134
2023
Q4
$208K Sell
6,925
-1,700
-20% -$51.2K 0.05% 134
2023
Q3
$222K Buy
8,625
+200
+2% +$5.14K 0.06% 133
2023
Q2
$259K Sell
8,425
-475
-5% -$14.6K 0.06% 125
2023
Q1
$261K Buy
+8,900
New +$261K 0.06% 132