Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,083
Closed -$1.79M 86
2023
Q4
$1.79M Sell
3,083
-425
-12% -$247K 1.65% 22
2023
Q3
$1.61M Sell
3,508
-70
-2% -$32.1K 1.6% 24
2023
Q2
$1.74M Hold
3,578
1.64% 24
2023
Q1
$1.43M Sell
3,578
-131
-4% -$52.3K 1.42% 31
2022
Q4
$1.4M Buy
+3,709
New +$1.4M 1.38% 34