Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$334K Buy
+21,023
New +$334K ﹤0.01% 1864
2022
Q1
Sell
-16,098
Closed -$949K 1419
2021
Q4
$949K Sell
16,098
-418
-3% -$24.6K 0.02% 624
2021
Q3
$1.13M Buy
16,516
+1,461
+10% +$99.5K 0.02% 570
2021
Q2
$1.2M Buy
15,055
+5,534
+58% +$441K 0.03% 491
2021
Q1
$807K Buy
+9,521
New +$807K 0.02% 556