Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
536
2023
Q4
Hold
0
557
2023
Q3
Hold
0
579
2023
Q2
Sell
-5,096
Closed -$340K 506
2023
Q1
$340K Buy
+5,096
New +$340K 0.01% 144
2022
Q4
Sell
-5,472
Closed -$378K 492
2022
Q3
$378K Buy
+5,472
New +$378K 0.01% 309
2022
Q2
Hold
0
574