Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-478
Closed -$290K 189
2024
Q1
$290K Sell
478
-6
-1% -$3.64K 0.21% 136
2023
Q4
$236K Buy
+484
New +$236K 0.19% 140
2022
Q2
Sell
-1,015
Closed -$381K 194
2022
Q1
$381K Buy
1,015
+330
+48% +$124K 0.26% 122
2021
Q4
$413K Buy
+685
New +$413K 0.28% 119