Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,390
Closed -$216K 130
2024
Q1
$216K Sell
3,390
-47
-1% -$3K 0.19% 124
2023
Q4
$217K Buy
+3,437
New +$217K 0.21% 121
2023
Q2
$360K Sell
3,449
-6
-0.2% -$626 0.38% 87
2023
Q1
$422K Sell
3,455
-19
-0.5% -$2.32K 0.43% 73
2022
Q4
$434K Buy
+3,474
New +$434K 0.47% 69
2022
Q2
$372K Hold
3,474
0.41% 76
2022
Q1
$457K Hold
3,474
0.42% 73
2021
Q4
$382K Sell
3,474
-6
-0.2% -$660 0.37% 86
2021
Q3
$319K Buy
+3,480
New +$319K 0.31% 94