Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$623K Hold
3,192
0.01% 273
2023
Q4
$493K Hold
3,192
0.01% 296
2023
Q3
$413K Sell
3,192
-40
-1% -$5.17K 0.01% 298
2023
Q2
$442K Sell
3,232
-264
-8% -$36.1K 0.01% 296
2023
Q1
$442K Hold
3,496
0.01% 271
2022
Q4
$361K Sell
3,496
-233
-6% -$24K 0.01% 305
2022
Q3
$303K Hold
3,729
0.01% 299
2022
Q2
$338K Buy
+3,729
New +$338K 0.01% 295