Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,116
Closed -$237K 129
2024
Q3
$237K Buy
+2,116
New +$237K 0.06% 119
2022
Q1
Sell
-4,829
Closed -$282K 98
2021
Q4
$282K Sell
4,829
-1,298
-21% -$75.8K 0.2% 73
2021
Q3
$319K Hold
6,127
0.24% 57
2021
Q2
$329K Buy
6,127
+1,912
+45% +$103K 0.25% 62
2021
Q1
$216K Buy
+4,215
New +$216K 0.19% 81