Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,610
Closed -$212K 156
2023
Q4
$212K Buy
+2,610
New +$212K 0.02% 129
2023
Q3
Sell
-2,607
Closed -$221K 119
2023
Q2
$221K Hold
2,607
0.03% 106
2023
Q1
$290K Hold
2,607
0.04% 71
2022
Q4
$312K Hold
2,607
0.04% 58
2022
Q3
$261K Buy
+2,607
New +$261K 0.04% 66