Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,564
Closed -$277K 196
2024
Q1
$277K Buy
1,564
+2
+0.1% +$354 0.04% 173
2023
Q4
$223K Buy
+1,562
New +$223K 0.03% 174
2023
Q1
Sell
-364
Closed -$54K 525
2022
Q4
$54K Hold
364
0.01% 251
2022
Q3
$54K Sell
364
-8
-2% -$1.19K 0.01% 257
2022
Q2
$53K Buy
372
+122
+49% +$17.4K 0.01% 321
2022
Q1
$53K Sell
250
-155
-38% -$32.9K 0.01% 337
2021
Q4
$94K Buy
+405
New +$94K 0.01% 302