Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,400
Closed -$1.39M 330
2023
Q4
$1.39M Buy
3,400
+100
+3% +$40.9K 0.06% 161
2023
Q3
$1.14M Buy
+3,300
New +$1.14M 0.06% 155
2022
Q2
Sell
-542
Closed -$240K 513
2022
Q1
$240K Buy
542
+178
+49% +$78.8K 0.01% 329
2021
Q4
$193K Buy
+364
New +$193K 0.01% 310