Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-483
Closed -$271K 668
2024
Q1
$271K Sell
483
-35
-7% -$19.6K 0.01% 504
2023
Q4
$293K Sell
518
-219
-30% -$124K 0.01% 495
2023
Q3
$378K Buy
737
+160
+28% +$82.1K 0.01% 446
2023
Q2
$271K Buy
577
+146
+34% +$68.5K 0.01% 538
2023
Q1
$241K Hold
431
0.01% 593
2022
Q4
$200K Buy
+431
New +$200K 0.01% 644
2022
Q1
Sell
-377
Closed -$231K 544
2021
Q4
$231K Buy
377
+5
+1% +$3.06K 0.01% 477
2021
Q3
$226K Sell
372
-113
-23% -$68.7K 0.01% 491
2021
Q2
$259K Buy
+485
New +$259K 0.01% 459