Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,640
Closed -$192K 179
2024
Q1
$192K Buy
11,640
+1,311
+13% +$21.6K 0.14% 184
2023
Q4
$155K Hold
10,329
0.12% 169
2023
Q3
$136K Buy
+10,329
New +$136K 0.11% 172
2023
Q2
Sell
-12,142
Closed -$144K 187
2023
Q1
$144K Buy
12,142
+753
+7% +$8.94K 0.11% 184
2022
Q4
$139K Buy
11,389
+1,039
+10% +$12.6K 0.1% 184
2022
Q3
$88K Buy
+10,350
New +$88K 0.08% 170