Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.02M Sell
1,232
-215
-15% -$177K 0.18% 88
2024
Q1
$1.01M Sell
1,447
-10
-0.7% -$6.99K 0.12% 133
2023
Q4
$847K Sell
1,457
-50
-3% -$29.1K 0.11% 128
2023
Q3
$691K Sell
1,507
-21
-1% -$9.63K 0.1% 140
2023
Q2
$741K Buy
1,528
+25
+2% +$12.1K 0.1% 135
2023
Q1
$600K Buy
+1,503
New +$600K 0.08% 149
2016
Q4
Sell
-360
Closed -$25K 536
2016
Q3
$25K Buy
360
+300
+500% +$20.8K ﹤0.01% 467
2016
Q2
$4K Buy
+60
New +$4K ﹤0.01% 447