Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-185
Closed -$2K 37
2024
Q1
$2K Sell
185
-4,158
-96% -$45K 0.02% 110
2023
Q4
$54K Sell
4,343
-378
-8% -$4.7K 0.02% 247
2023
Q3
$59K Buy
4,721
+204
+5% +$2.55K 0.03% 233
2023
Q2
$68K Sell
4,517
-3
-0.1% -$45 0.03% 229
2023
Q1
$55K Buy
+4,520
New +$55K 0.02% 246
2022
Q2
Sell
-5,200
Closed -$88K 344
2022
Q1
$88K Buy
+5,200
New +$88K 0.02% 245