Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,759
Closed -$2.75M 132
2023
Q3
$2.75M Hold
2,759
0.01% 124
2023
Q2
$2.74M Hold
2,759
0.01% 128
2023
Q1
$2.74M Buy
+2,759
New +$2.74M 0.01% 121
2021
Q4
Sell
-4,796
Closed -$229K 159
2021
Q3
$229K Buy
4,796
+177
+4% +$8.45K 0.01% 263
2021
Q2
$300K Buy
4,619
+79
+2% +$5.13K 0.01% 231
2021
Q1
$281K Buy
4,540
+284
+7% +$17.6K 0.01% 261
2020
Q4
$248K Buy
+4,256
New +$248K 0.01% 239