Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-684
Closed -$205K 287
2023
Q4
$205K Buy
+684
New +$205K 0.04% 247
2023
Q1
Sell
-665
Closed -$220K 232
2022
Q4
$220K Sell
665
-179
-21% -$59.3K 0.04% 211
2022
Q3
$234K Hold
844
0.05% 192
2022
Q2
$222K Buy
+844
New +$222K 0.05% 212