Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-18,321
Closed -$165K 1648
2024
Q1
$165K Sell
18,321
-2,343
-11% -$21K 0.03% 725
2023
Q4
$174K Buy
+20,664
New +$174K 0.03% 656
2023
Q3
Sell
-5,130
Closed -$29K 1594
2023
Q2
$29K Buy
5,130
+455
+10% +$2.57K 0.01% 1315
2023
Q1
$33.4K Buy
+4,675
New +$33.4K 0.01% 1229
2022
Q1
Sell
-6,037
Closed -$41K 1773
2021
Q4
$41K Buy
+6,037
New +$41K 0.02% 1197