Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
122
2023
Q4
Hold
0
106
2023
Q3
Hold
0
100
2022
Q3
Sell
-13,973
Closed -$444K 63
2022
Q2
$444K Sell
13,973
-410
-3% -$13K 0.46% 21
2022
Q1
$397K Buy
14,383
+1,547
+12% +$42.7K 0.35% 35
2021
Q4
$646K Buy
+12,836
New +$646K 0.51% 28