Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,541
Closed -$222K 137
2023
Q4
$222K Buy
1,541
+5
+0.3% +$721 0.03% 115
2023
Q3
$235K Buy
1,536
+4
+0.3% +$612 0.03% 153
2023
Q2
$208K Buy
1,532
+5
+0.3% +$680 0.02% 165
2023
Q1
$202K Sell
1,527
-1
-0.1% -$132 0.03% 167
2022
Q4
$217K Buy
+1,528
New +$217K 0.03% 160