Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-136
Closed -$2K 87
2024
Q1
$2K Hold
136
0.02% 121
2023
Q4
$2K Hold
136
﹤0.01% 485
2023
Q3
$2K Sell
136
-10
-7% -$147 ﹤0.01% 460
2023
Q2
$3K Sell
146
-39,027
-100% -$802K ﹤0.01% 405
2023
Q1
$617K Sell
39,173
-527
-1% -$8.3K 0.26% 82
2022
Q4
$646K Buy
+39,700
New +$646K 0.19% 100