Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,136
Closed -$234K 142
2023
Q4
$234K Buy
+13,136
New +$234K 0.1% 118
2022
Q2
Sell
-11,856
Closed -$206K 61
2022
Q1
$206K Sell
11,856
-2,191
-16% -$38.1K 0.17% 80
2021
Q4
$498K Buy
+14,047
New +$498K 0.31% 51
2021
Q3
Sell
-4,146
Closed -$247K 99
2021
Q2
$247K Buy
+4,146
New +$247K 0.17% 88