Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-59,438
Closed -$149K 18
2024
Q1
$149K Hold
59,438
0.1% 17
2023
Q4
$304K Hold
59,438
0.23% 14
2023
Q3
$150K Hold
59,438
0.14% 6
2023
Q2
$121K Hold
59,438
0.13% 16
2023
Q1
$122K Hold
59,438
0.08% 22
2022
Q4
$122K Hold
59,438
0.13% 26
2022
Q3
$137K Hold
59,438
0.11% 29
2022
Q2
$196K Hold
59,438
0.18% 29
2022
Q1
$204K Buy
+59,438
New +$204K 0.15% 22
2021
Q4
Sell
-59,438
Closed -$467K 24
2021
Q3
$467K Buy
+59,438
New +$467K 0.64% 10