Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$230K Sell
18,332
-1,383
-7% -$17.3K 0.05% 51
2024
Q1
$262K Sell
19,715
-24,226
-55% -$322K 0.06% 50
2023
Q4
$536K Buy
43,941
+4,001
+10% +$48.8K 0.14% 36
2023
Q3
$496K Hold
39,940
0.14% 33
2023
Q2
$604K Buy
39,940
+10,930
+38% +$165K 0.16% 26
2023
Q1
$366K Buy
29,010
+3,240
+13% +$40.8K 0.1% 37
2022
Q4
$300K Buy
+25,770
New +$300K 0.13% 33