Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,802
Closed -$132K 174
2023
Q4
$132K Sell
10,802
-594
-5% -$7.24K 0.09% 149
2023
Q3
$142K Hold
11,396
0.11% 140
2023
Q2
$172K Buy
+11,396
New +$172K 0.14% 121
2022
Q1
Sell
-23,848
Closed -$495K 115
2021
Q4
$495K Buy
23,848
+2,889
+14% +$60K 0.33% 99
2021
Q3
$297K Buy
+20,959
New +$297K 0.18% 135