Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.47M Sell
48,513
-1,104
-2% -$33.4K 0.04% 215
2023
Q4
$1.49M Buy
+49,617
New +$1.49M 0.03% 295
2022
Q3
Sell
-18,566
Closed -$609K 519
2022
Q2
$609K Buy
18,566
+473
+3% +$15.5K 0.01% 318
2022
Q1
$682K Sell
18,093
-30,897
-63% -$1.16M 0.02% 286
2021
Q4
$1.85M Buy
+48,990
New +$1.85M 0.07% 150