Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$204K Hold
1,288
0.02% 254
2024
Q1
$255K Sell
1,288
-100
-7% -$19.8K 0.02% 239
2023
Q4
$242K Hold
1,388
0.02% 230
2023
Q3
$217K Hold
1,388
0.02% 230
2023
Q2
$228K Hold
1,388
0.02% 236
2023
Q1
$214K Buy
+1,388
New +$214K 0.02% 243
2018
Q4
Sell
-1,058
Closed -$67K 616
2018
Q3
$67K Buy
+1,058
New +$67K 0.01% 407