Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,869
Closed -$203K 130
2023
Q4
$203K Buy
+1,869
New +$203K 0.1% 116
2022
Q2
Sell
-1,694
Closed -$228K 280
2022
Q1
$228K Hold
1,694
0.19% 77
2021
Q4
$282K Buy
+1,694
New +$282K 0.24% 58