Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-955
Closed -$237K 53
2023
Q4
$237K Hold
955
0.16% 53
2023
Q3
$239K Hold
955
0.19% 45
2023
Q2
$250K Sell
955
-883
-48% -$231K 0.19% 42
2023
Q1
$381K Buy
1,838
+209
+13% +$43.4K 0.3% 31
2022
Q4
$201K Buy
1,629
+6
+0.4% +$739 0.18% 35
2022
Q3
$431K Buy
+1,623
New +$431K 0.53% 21