Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,312
Closed -$200K 223
2024
Q1
$200K Sell
5,312
-500
-9% -$18.8K 0.07% 208
2023
Q4
$206K Sell
5,812
-799
-12% -$28.3K 0.08% 201
2023
Q3
$256K Sell
6,611
-113
-2% -$4.38K 0.1% 180
2023
Q2
$237K Buy
6,724
+110
+2% +$3.88K 0.09% 192
2023
Q1
$251K Hold
6,614
0.11% 174
2022
Q4
$231K Buy
+6,614
New +$231K 0.1% 181