Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,033
Closed -$204K 404
2024
Q1
$204K Buy
+1,033
New +$204K 0.02% 337
2023
Q2
Sell
-2,866
Closed -$443K 397
2023
Q1
$443K Buy
2,866
+850
+42% +$131K 0.06% 193
2022
Q4
$266K Buy
+2,016
New +$266K 0.04% 263