Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-36,807
Closed -$2.27M 51
2023
Q4
$2.27M Hold
36,807
0.46% 26
2023
Q3
$1.69M Hold
36,807
0.36% 28
2023
Q2
$1.57M Hold
36,807
0.33% 27
2023
Q1
$1.16M Sell
36,807
-43
-0.1% -$1.35K 0.25% 31
2022
Q4
$911K Buy
36,850
+43
+0.1% +$1.06K 0.2% 31
2022
Q3
$975K Hold
36,807
0.22% 33
2022
Q2
$753K Hold
36,807
0.17% 35
2022
Q1
$1.31M Hold
36,807
0.3% 30
2021
Q4
$1.41M Buy
+36,807
New +$1.41M 0.34% 29