Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,475
Closed -$201K 110
2024
Q1
$201K Buy
+2,475
New +$201K 0.01% 103
2023
Q2
Sell
-2,745
Closed -$212K 100
2023
Q1
$212K Buy
+2,745
New +$212K 0.04% 88
2022
Q2
Sell
-2,890
Closed -$236K 117
2022
Q1
$236K Hold
2,890
0.02% 109
2021
Q4
$227K Buy
+2,890
New +$227K 0.02% 130
2021
Q3
Sell
-2,665
Closed -$207K 149
2021
Q2
$207K Buy
+2,665
New +$207K 0.02% 135
2021
Q1
Sell
-2,790
Closed -$207K 141
2020
Q4
$207K Buy
+2,790
New +$207K 0.02% 122
2020
Q1
Sell
-2,475
Closed -$212K 105
2019
Q4
$212K Buy
+2,475
New +$212K 0.03% 100