Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,038
Closed -$206K 278
2024
Q3
$206K Buy
+2,038
New +$206K 0.04% 263
2024
Q2
Sell
-2,147
Closed -$233K 246
2024
Q1
$233K Sell
2,147
-22
-1% -$2.39K 0.04% 243
2023
Q4
$257K Buy
2,169
+32
+1% +$3.79K 0.06% 179
2023
Q3
$228K Buy
+2,137
New +$228K 0.06% 169
2022
Q2
Sell
-2,123
Closed -$253K 123
2022
Q1
$253K Hold
2,123
0.09% 141
2021
Q4
$248K Sell
2,123
-412
-16% -$48.1K 0.1% 144
2021
Q3
$265K Hold
2,535
0.08% 142
2021
Q2
$285K Hold
2,535
0.09% 136
2021
Q1
$281K Buy
+2,535
New +$281K 0.09% 142