Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-89,686
Closed -$1.59M 410
2023
Q4
$1.59M Sell
89,686
-500
-0.6% -$8.88K 0.04% 286
2023
Q3
$1.44M Buy
90,186
+2,320
+3% +$37.1K 0.03% 322
2023
Q2
$1.45M Sell
87,866
-32,494
-27% -$536K 0.03% 292
2023
Q1
$1.83M Hold
120,360
0.05% 292
2022
Q4
$1.64M Buy
+120,360
New +$1.64M 0.05% 298