Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,590
Closed -$140K 253
2024
Q1
$140K Sell
11,590
-537
-4% -$6.48K 0.02% 230
2023
Q4
$134K Hold
12,127
0.02% 214
2023
Q3
$120K Hold
12,127
0.02% 202
2023
Q2
$159K Hold
12,127
0.03% 188
2023
Q1
$133K Hold
12,127
0.03% 183
2022
Q4
$104K Buy
+12,127
New +$104K 0.03% 181