Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,729
Closed -$209K 227
2024
Q1
$209K Sell
4,729
-41
-0.9% -$1.81K 0.07% 203
2023
Q4
$240K Sell
4,770
-1,343
-22% -$67.5K 0.09% 184
2023
Q3
$217K Buy
+6,113
New +$217K 0.09% 196
2022
Q3
Sell
-5,909
Closed -$221K 193
2022
Q2
$221K Sell
5,909
-138
-2% -$5.16K 0.1% 176
2022
Q1
$300K Buy
6,047
+316
+6% +$15.7K 0.12% 158
2021
Q4
$295K Buy
+5,731
New +$295K 0.13% 150