Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,501
Closed -$206K 782
2024
Q1
$206K Sell
12,501
-508
-4% -$8.38K ﹤0.01% 757
2023
Q4
$195K Buy
13,009
+1,755
+16% +$26.4K ﹤0.01% 778
2023
Q3
$148K Sell
11,254
-2,018
-15% -$26.6K ﹤0.01% 774
2023
Q2
$179K Buy
13,272
+414
+3% +$5.58K ﹤0.01% 834
2023
Q1
$153K Sell
12,858
-905
-7% -$10.7K ﹤0.01% 910
2022
Q4
$168K Buy
13,763
+3,462
+34% +$42.1K ﹤0.01% 927
2022
Q3
$88K Sell
10,301
-163
-2% -$1.39K ﹤0.01% 924
2022
Q2
$104K Buy
+10,464
New +$104K ﹤0.01% 708