Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,953
Closed -$212K 174
2023
Q4
$212K Buy
+1,953
New +$212K 0.21% 57
2022
Q3
$161K Hold
1,942
0.18% 54
2022
Q2
$198K Hold
1,942
0.22% 49
2022
Q1
$261K Hold
1,942
0.27% 45
2021
Q4
$324K Buy
+1,942
New +$324K 0.33% 40