Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,915
Closed -$182K 323
2023
Q4
$182K Hold
3,915
0.12% 156
2023
Q3
$202K Buy
3,915
+627
+19% +$32.4K 0.15% 127
2023
Q2
$43 Sell
3,288
-627
-16% -$8 0.03% 252
2023
Q1
$156K Hold
3,915
0.13% 169
2022
Q4
$162K Hold
3,915
0.15% 166
2022
Q3
$139K Hold
3,915
0.13% 167
2022
Q2
$131K Sell
3,915
-2,200
-36% -$73.6K 0.11% 195
2022
Q1
$221K Buy
+6,115
New +$221K 0.16% 102