Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$62.9K Hold
1,670
0.09% 147
2023
Q4
$59.1K Sell
1,670
-125
-7% -$4.42K 0.09% 142
2023
Q3
$69.5K Hold
1,795
0.11% 125
2023
Q2
$63.3K Hold
1,795
0.09% 135
2023
Q1
$68.1K Hold
1,795
0.11% 123
2022
Q4
$62.7K Sell
1,795
-220
-11% -$7.68K 0.1% 122
2022
Q3
$58K Hold
2,015
0.1% 119
2022
Q2
$57K Hold
2,015
0.1% 121
2022
Q1
$59K Hold
2,015
0.09% 128
2021
Q4
$54K Buy
+2,015
New +$54K 0.07% 136