Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-15,230
Closed -$175K 407
2024
Q1
$175K Buy
+15,230
New +$175K 0.02% 352
2022
Q2
Sell
-7,014
Closed -$252K 417
2022
Q1
$252K Buy
7,014
+950
+16% +$34.1K 0.03% 278
2021
Q4
$285K Buy
6,064
+307
+5% +$14.4K 0.04% 263
2021
Q3
$425K Buy
5,757
+90
+2% +$6.64K 0.07% 178
2021
Q2
$386K Hold
5,667
0.06% 183
2021
Q1
$296K Buy
5,667
+1,392
+33% +$72.7K 0.05% 223
2020
Q4
$214K Buy
+4,275
New +$214K 0.05% 133