Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$292K Buy
2,542
+738
+41% +$84.7K ﹤0.01% 1959
2023
Q4
$203K Buy
+1,804
New +$203K ﹤0.01% 1634
2022
Q1
Sell
-1,333
Closed -$208K 1500
2021
Q4
$208K Buy
1,333
+17
+1% +$2.65K ﹤0.01% 1303
2021
Q3
$220K Hold
1,316
﹤0.01% 1266
2021
Q2
$257K Hold
1,316
0.01% 1118
2021
Q1
$240K Buy
1,316
+4
+0.3% +$729 0.01% 1060
2020
Q4
$218K Buy
+1,312
New +$218K 0.01% 951