Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,368
Closed -$476K 446
2024
Q1
$476K Hold
1,368
0.03% 311
2023
Q4
$399K Sell
1,368
-26
-2% -$7.58K 0.03% 315
2023
Q3
$369K Sell
1,394
-215
-13% -$56.8K 0.03% 313
2023
Q2
$530K Hold
1,609
0.04% 257
2023
Q1
$392K Sell
1,609
-201
-11% -$49K 0.03% 295
2022
Q4
$484K Buy
+1,810
New +$484K 0.04% 267