Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,177
Closed -$287K 676
2024
Q1
$287K Sell
3,177
-65
-2% -$5.87K 0.02% 532
2023
Q4
$285K Sell
3,242
-160
-5% -$14.1K 0.02% 496
2023
Q3
$287K Buy
3,402
+155
+5% +$13.1K 0.03% 471
2023
Q2
$321K Buy
+3,247
New +$321K 0.02% 500