Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,564
Closed -$238K 297
2024
Q2
$238K Buy
3,564
+72
+2% +$4.8K 0.01% 270
2024
Q1
$275K Hold
3,492
0.01% 254
2023
Q4
$234K Buy
+3,492
New +$234K 0.01% 268
2023
Q3
Sell
-4,242
Closed -$243K 291
2023
Q2
$243K Hold
4,242
0.01% 260
2023
Q1
$211K Buy
+4,242
New +$211K 0.01% 284
2022
Q3
Sell
-4,242
Closed -$215K 297
2022
Q2
$215K Buy
+4,242
New +$215K 0.01% 272