Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,393
Closed -$98.8K 206
2024
Q1
$98.8K Buy
+10,393
New +$98.8K 0.01% 222
2022
Q1
Sell
-12,758
Closed -$153K 234
2021
Q4
$153K Hold
12,758
0.01% 230
2021
Q3
$148K Buy
12,758
+111
+0.9% +$1.29K 0.02% 205
2021
Q2
$145K Sell
12,647
-534
-4% -$6.12K 0.02% 183
2021
Q1
$154K Buy
+13,181
New +$154K 0.02% 184