Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,281
Closed -$213K 727
2024
Q1
$213K Sell
2,281
-38
-2% -$3.55K 0.01% 673
2023
Q4
$201K Buy
+2,319
New +$201K 0.01% 647
2023
Q3
Sell
-2,319
Closed -$200K 661
2023
Q2
$200K Buy
+2,319
New +$200K 0.02% 628
2021
Q1
Sell
-2,893
Closed -$209K 611
2020
Q4
$209K Buy
+2,893
New +$209K 0.02% 545