Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,874
Closed -$214K 444
2023
Q4
$214K Buy
+1,874
New +$214K 0.01% 382
2023
Q3
Sell
-1,874
Closed -$211K 436
2023
Q2
$211K Buy
+1,874
New +$211K 0.01% 381
2023
Q1
Sell
-1,866
Closed -$206K 427
2022
Q4
$206K Buy
+1,866
New +$206K 0.01% 380
2022
Q1
Sell
-1,854
Closed -$222K 457
2021
Q4
$222K Hold
1,854
0.01% 405
2021
Q3
$229K Sell
1,854
-102
-5% -$12.6K 0.01% 391
2021
Q2
$235K Sell
1,956
-86
-4% -$10.3K 0.01% 397
2021
Q1
$215K Buy
2,042
+42
+2% +$4.42K 0.01% 390
2020
Q4
$204K Buy
+2,000
New +$204K 0.01% 390