Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,000
Closed -$74.5K 260
2023
Q4
$74.5K Hold
6,000
0.07% 113
2023
Q3
$74.5K Hold
6,000
0.07% 113
2023
Q2
$90.8K Sell
6,000
-4,712
-44% -$71.3K 0.08% 104
2023
Q1
$131K Buy
+10,712
New +$131K 0.13% 74
2022
Q3
$131K Buy
+10,712
New +$131K 0.13% 74