Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,423
Closed -$214K 119
2024
Q3
$214K Hold
1,423
0.05% 106
2024
Q2
$225K Hold
1,423
0.05% 105
2024
Q1
$282K Hold
1,423
0.06% 93
2023
Q4
$248K Hold
1,423
0.06% 98
2023
Q3
$222K Sell
1,423
-662
-32% -$104K 0.06% 97
2023
Q2
$342K Buy
2,085
+62
+3% +$10.2K 0.09% 81
2023
Q1
$312K Buy
+2,023
New +$312K 0.09% 86