Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$67.7K Hold
5,100
0.1% 141
2023
Q4
$62.2K Hold
5,100
0.09% 139
2023
Q3
$63.3K Hold
5,100
0.1% 131
2023
Q2
$77.2K Hold
5,100
0.12% 118
2023
Q1
$64.3K Hold
5,100
0.1% 126
2022
Q4
$59.3K Buy
5,100
+2,050
+67% +$23.8K 0.09% 128
2022
Q3
$34K Hold
3,050
0.06% 149
2022
Q2
$34K Sell
3,050
-100
-3% -$1.12K 0.06% 149
2022
Q1
$53K Hold
3,150
0.08% 134
2021
Q4
$66K Buy
+3,150
New +$66K 0.09% 121