Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$172K Buy
5,679
+1,086
+24% +$32.8K 0.25% 81
2023
Q4
$138K Buy
4,593
+525
+13% +$15.8K 0.21% 88
2023
Q3
$105K Sell
4,068
-50
-1% -$1.29K 0.17% 97
2023
Q2
$126K Hold
4,118
0.19% 88
2023
Q1
$121K Hold
4,118
0.19% 90
2022
Q4
$111K Hold
4,118
0.17% 93
2022
Q3
$103K Hold
4,118
0.18% 90
2022
Q2
$135K Hold
4,118
0.23% 81
2022
Q1
$149K Hold
4,118
0.22% 79
2021
Q4
$155K Buy
+4,118
New +$155K 0.22% 77