Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-304
Closed -$230K 369
2023
Q4
$230K Buy
+304
New +$230K 0.02% 329
2023
Q3
Sell
-312
Closed -$226K 328
2023
Q2
$226K Buy
+312
New +$226K 0.02% 316
2019
Q4
Sell
-1,000
Closed -$248K 174
2019
Q3
$248K Hold
1,000
0.12% 145
2019
Q2
$208K Buy
+1,000
New +$208K 0.11% 151