Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-200
Closed -$78.7K 1660
2024
Q1
$78.7K Buy
+200
New +$78.7K 0.01% 1143
2022
Q3
Sell
-95
Closed -$36K 1531
2022
Q2
$36K Sell
95
-179
-65% -$67.8K 0.02% 1141
2022
Q1
$86K Buy
274
+37
+16% +$11.6K 0.04% 701
2021
Q4
$83K Buy
237
+19
+9% +$6.65K 0.04% 771
2021
Q3
$66K Sell
218
-210
-49% -$63.6K 0.04% 647
2021
Q2
$129K Buy
428
+239
+126% +$72K 0.08% 325
2021
Q1
$52K Buy
+189
New +$52K 0.09% 209