Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,725
Closed -$228K 53
2024
Q1
$228K Buy
+1,725
New +$228K 0.61% 34
2023
Q3
Sell
-2,061
Closed -$238K 51
2023
Q2
$238K Sell
2,061
-27
-1% -$3.12K 0.52% 37
2023
Q1
$241K Sell
2,088
-450
-18% -$51.9K 1.43% 33
2022
Q4
$282K Buy
2,538
+60
+2% +$6.66K 0.41% 39
2022
Q3
$213K Sell
2,478
-66
-3% -$5.67K 0.32% 46
2022
Q2
$232K Buy
+2,544
New +$232K 0.31% 45