Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$233K Buy
+6,175
New +$233K 0.01% 431
2023
Q4
Sell
-5,629
Closed -$218K 465
2023
Q3
$218K Buy
+5,629
New +$218K 0.01% 399
2023
Q2
Sell
-5,523
Closed -$210K 446
2023
Q1
$210K Buy
+5,523
New +$210K 0.01% 380
2021
Q4
Sell
-22,785
Closed -$623K 268
2021
Q3
$623K Buy
22,785
+4,000
+21% +$109K 0.03% 138
2021
Q2
$496K Buy
18,785
+3,561
+23% +$94K 0.03% 159
2021
Q1
$371K Sell
15,224
-2,900
-16% -$70.7K 0.02% 167
2020
Q4
$372K Buy
+18,124
New +$372K 0.02% 154