Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-947
Closed -$214K 217
2024
Q3
$214K Buy
947
+5
+0.5% +$1.13K 0.06% 221
2024
Q2
$211K Sell
942
-5
-0.5% -$1.12K 0.06% 204
2024
Q1
$242K Buy
947
+1
+0.1% +$256 0.07% 180
2023
Q4
$215K Buy
+946
New +$215K 0.06% 187
2021
Q1
Sell
-112
Closed -$15K 299
2020
Q4
$15K Buy
+112
New +$15K 0.01% 421