Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,358
Closed -$212K 96
2024
Q3
$212K Hold
1,358
0.16% 91
2024
Q2
$201K Hold
1,358
0.16% 89
2024
Q1
$241K Buy
+1,358
New +$241K 0.2% 77
2022
Q2
Sell
-1,169
Closed -$248K 94
2022
Q1
$248K Buy
1,169
+200
+21% +$42.4K 0.23% 73
2021
Q4
$224K Buy
+969
New +$224K 0.21% 87