Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-734
Closed -$86K 234
2023
Q4
$86K Buy
734
+47
+7% +$5.51K 0.02% 223
2023
Q3
$60.2K Buy
687
+1
+0.1% +$88 0.02% 229
2023
Q2
$113K Buy
686
+75
+12% +$12.3K 0.04% 215
2023
Q1
$113K Buy
611
+7
+1% +$1.29K 0.05% 208
2022
Q4
$89.4K Buy
+604
New +$89.4K 0.05% 216