Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,150
Closed -$148K 305
2024
Q1
$148K Sell
11,150
-1,000
-8% -$13.3K 0.02% 302
2023
Q4
$148K Buy
+12,150
New +$148K 0.02% 298
2023
Q2
Sell
-12,439
Closed -$157K 313
2023
Q1
$157K Sell
12,439
-800
-6% -$10.1K 0.02% 298
2022
Q4
$154K Sell
13,239
-336
-2% -$3.91K 0.02% 326
2022
Q3
$152K Buy
+13,575
New +$152K 0.02% 290