Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,219
Closed -$345K 698
2023
Q4
$345K Buy
+1,219
New +$345K 0.19% 228
2022
Q4
Sell
-1,168
Closed -$206K 613
2022
Q3
$206K Sell
1,168
-342
-23% -$60.3K 0.13% 341
2022
Q2
$317K Buy
+1,510
New +$317K 0.22% 208