Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-21,140
Closed -$66.8K 630
2023
Q4
$66.8K Buy
21,140
+4,937
+30% +$15.6K 0.02% 479
2023
Q3
$66.3K Buy
+16,203
New +$66.3K 0.05% 289
2023
Q1
Sell
-117,062
Closed -$1.11M 690
2022
Q4
$1.11M Buy
+117,062
New +$1.11M 0.21% 167