Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-207
Closed -$13.9K 672
2024
Q1
$13.9K Buy
+207
New +$13.9K ﹤0.01% 336
2023
Q4
Sell
-207
Closed -$13.3K 539
2023
Q3
$13.3K Hold
207
﹤0.01% 341
2023
Q2
$12.5K Hold
207
﹤0.01% 373
2023
Q1
$11.9K Hold
207
﹤0.01% 383
2022
Q4
$11.8K Sell
207
-2,012
-91% -$115K ﹤0.01% 355
2022
Q3
$110K Buy
2,219
+5
+0.2% +$248 0.02% 157
2022
Q2
$115K Sell
2,214
-12
-0.5% -$623 0.02% 149
2022
Q1
$122K Buy
+2,226
New +$122K 0.02% 158