Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$549K Buy
4,159
+200
+5% +$26.4K 0.79% 30
2023
Q4
$432K Sell
3,959
-200
-5% -$21.8K 0.65% 32
2023
Q3
$428K Hold
4,159
0.69% 33
2023
Q2
$480K Hold
4,159
0.72% 33
2023
Q1
$442K Hold
4,159
0.7% 35
2022
Q4
$461K Hold
4,159
0.73% 34
2022
Q3
$359K Hold
4,159
0.64% 41
2022
Q2
$379K Hold
4,159
0.65% 42
2022
Q1
$341K Hold
4,159
0.49% 49
2021
Q4
$319K Buy
+4,159
New +$319K 0.44% 56