Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,345
Closed -$255K 343
2024
Q1
$255K Buy
+1,345
New +$255K 0.23% 209
2023
Q4
Sell
-2,745
Closed -$442K 510
2023
Q3
$442K Buy
2,745
+533
+24% +$85.9K 0.13% 323
2023
Q2
$324K Buy
+2,212
New +$324K 0.17% 239
2023
Q1
Sell
-1,394
Closed -$200K 397
2022
Q4
$200K Buy
+1,394
New +$200K 0.43% 140