Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,440
Closed -$39.5K 321
2024
Q1
$39.5K Sell
3,440
-12,427
-78% -$143K 0.03% 149
2023
Q4
$269K Buy
+15,867
New +$269K 0.2% 77
2021
Q4
Sell
-400
Closed -$30K 465
2021
Q3
$30K Buy
+400
New +$30K 0.02% 277
2021
Q2
Sell
-90
Closed -$5K 479
2021
Q1
$5K Buy
+90
New +$5K 0.01% 348