Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,222
Closed -$206K 153
2024
Q1
$206K Sell
5,222
-400
-7% -$15.8K 0.11% 136
2023
Q4
$203K Sell
5,622
-250
-4% -$9.01K 0.13% 137
2023
Q3
$222K Hold
5,872
0.17% 120
2023
Q2
$216K Hold
5,872
0.15% 128
2023
Q1
$234K Hold
5,872
0.18% 114
2022
Q4
$206K Buy
+5,872
New +$206K 0.16% 133
2022
Q2
Sell
-6,872
Closed -$204K 137
2022
Q1
$204K Sell
6,872
-625
-8% -$18.6K 0.15% 132
2021
Q4
$236K Buy
+7,497
New +$236K 0.18% 119