Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,726
Closed -$292K 353
2024
Q1
$292K Sell
1,726
-15
-0.9% -$2.54K 0.03% 282
2023
Q4
$344K Buy
1,741
+15
+0.9% +$2.96K 0.04% 252
2023
Q3
$300K Hold
1,726
0.04% 261
2023
Q2
$297K Hold
1,726
0.03% 275
2023
Q1
$287K Sell
1,726
-334
-16% -$55.6K 0.04% 268
2022
Q4
$302K Hold
2,060
0.04% 261
2022
Q3
$305K Buy
2,060
+32
+2% +$4.74K 0.04% 247
2022
Q2
$349K Buy
+2,028
New +$349K 0.08% 168