Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$176K Hold
1,013
0.12% 78
2024
Q1
$138K Sell
1,013
-91
-8% -$12.4K 0.1% 90
2023
Q4
$95.9K Hold
1,104
0.09% 99
2023
Q3
$95.9K Hold
1,104
0.09% 99
2023
Q2
$111K Buy
+1,104
New +$111K 0.1% 89
2021
Q3
$301K Sell
2,696
-251
-9% -$28K 0.15% 92
2021
Q2
$354K Buy
2,947
+114
+4% +$13.7K 0.14% 93
2021
Q1
$335K Sell
2,833
-68
-2% -$8.04K 0.13% 95
2020
Q4
$316K Buy
+2,901
New +$316K 0.12% 103