Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$148K Hold
1,000
0.13% 107
2024
Q1
$177K Hold
1,000
0.16% 99
2023
Q4
$142K Hold
1,000
0.13% 103
2023
Q3
$111K Hold
1,000
0.1% 116
2023
Q2
$132K Hold
1,000
0.12% 114
2023
Q1
$166K Hold
1,000
0.16% 100
2022
Q4
$149K Sell
1,000
-1,000
-50% -$149K 0.15% 101
2022
Q3
$297K Sell
2,000
-1,000
-33% -$149K 0.28% 75
2022
Q2
$424K Buy
3,000
+1,000
+50% +$141K 0.43% 55
2022
Q1
$424K Buy
2,000
+1,000
+100% +$212K 0.38% 56
2021
Q4
$231K Hold
1,000
0.2% 93
2021
Q3
$229K Buy
+1,000
New +$229K 0.2% 90