Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,435
Closed -$131K 226
2023
Q4
$131K Sell
1,435
-19
-1% -$1.73K 0.08% 65
2023
Q3
$113K Hold
1,454
0.14% 46
2023
Q2
$121K Buy
+1,454
New +$121K 0.08% 76
2023
Q1
Sell
-126
Closed -$12K 264
2022
Q4
$12K Buy
+126
New +$12K 0.01% 156
2022
Q2
Sell
-150
Closed -$18K 295
2022
Q1
$18K Hold
150
0.02% 155
2021
Q4
$22K Buy
+150
New +$22K 0.02% 152