Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-225
Closed -$17K 256
2024
Q2
$17K Buy
+225
New +$17K ﹤0.01% 164
2022
Q3
Sell
-39,440
Closed -$4.03M 150
2022
Q2
$4.03M Hold
39,440
0.57% 37
2022
Q1
$5.31M Hold
39,440
0.65% 34
2021
Q4
$6.57M Hold
39,440
0.75% 31
2021
Q3
$5.73M Buy
+39,440
New +$5.73M 0.73% 31