Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-395
Closed -$236K 98
2023
Q4
$236K Hold
395
0.12% 83
2023
Q3
$201K Buy
+395
New +$201K 0.11% 85
2023
Q1
Sell
-395
Closed -$133K 90
2022
Q4
$133K Buy
+395
New +$133K 0.07% 116
2022
Q2
Sell
-644
Closed -$293K 100
2022
Q1
$293K Buy
+644
New +$293K 0.13% 89
2021
Q3
Sell
-1,094
Closed -$641K 110
2021
Q2
$641K Sell
1,094
-5
-0.5% -$2.93K 0.33% 77
2021
Q1
$522K Sell
1,099
-285
-21% -$135K 0.31% 84
2020
Q4
$692K Sell
1,384
-125
-8% -$62.5K 0.45% 66
2020
Q3
$740K Sell
1,509
-594
-28% -$291K 0.55% 56
2020
Q2
$915K Buy
+2,103
New +$915K 0.82% 41