Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$234K Sell
13,630
-4,995
-27% -$85.8K 0.24% 46
2023
Q4
$353K Hold
18,625
0.32% 44
2023
Q3
$307K Buy
18,625
+3,415
+22% +$56.3K 0.29% 42
2023
Q2
$274K Buy
15,210
+3,410
+29% +$61.4K 0.23% 45
2023
Q1
$214K Hold
11,800
0.19% 53
2022
Q4
$180K Hold
11,800
0.19% 50
2022
Q3
$151K Hold
11,800
0.18% 48
2022
Q2
$193K Buy
11,800
+5,410
+85% +$88.5K 0.22% 44
2022
Q1
$131K Buy
+6,390
New +$131K 0.1% 57