Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,276
Closed -$300K 208
2023
Q4
$300K Buy
+4,276
New +$300K 0.01% 171
2021
Q3
Sell
-6,000
Closed -$334K 132
2021
Q2
$334K Buy
6,000
+1,000
+20% +$55.7K 0.02% 97
2021
Q1
$253K Buy
+5,000
New +$253K 0.02% 104