Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$240K Buy
25,236
+4,383
+21% +$41.7K 0.11% 326
2023
Q4
$201K Buy
+20,853
New +$201K 0.07% 438
2020
Q4
Sell
-93,235
Closed -$1.03M 464
2020
Q3
$1.03M Buy
+93,235
New +$1.03M 0.14% 244
2020
Q1
Sell
-20,245
Closed -$219K 382
2019
Q4
$219K Buy
+20,245
New +$219K 0.02% 462