Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-189
Closed -$66K 331
2024
Q1
$66K Sell
189
-98
-34% -$34.2K 0.01% 328
2023
Q4
$104K Sell
287
-238
-45% -$86.2K 0.01% 291
2023
Q3
$156K Buy
525
+2
+0.4% +$594 0.01% 251
2023
Q2
$173K Buy
+523
New +$173K 0.01% 263
2022
Q3
Sell
-451
Closed -$108K 434
2022
Q2
$108K Buy
+451
New +$108K 0.01% 304