Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-353
Closed -$211K 209
2023
Q4
$211K Sell
353
-115
-25% -$68.6K 0.03% 198
2023
Q3
$239K Hold
468
0.04% 185
2023
Q2
$229K Sell
468
-59
-11% -$28.9K 0.04% 198
2023
Q1
$203K Buy
+527
New +$203K 0.04% 203
2022
Q3
Sell
-654
Closed -$239K 198
2022
Q2
$239K Buy
654
+54
+9% +$19.7K 0.04% 198
2022
Q1
$273K Buy
+600
New +$273K 0.04% 200