Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,190
Closed -$363K 196
2023
Q4
$363K Hold
14,190
0.02% 169
2023
Q3
$344K Hold
14,190
0.02% 162
2023
Q2
$417K Hold
14,190
0.02% 151
2023
Q1
$380K Hold
14,190
0.03% 158
2022
Q4
$442K Hold
14,190
0.04% 108
2022
Q3
$346K Hold
14,190
0.03% 141
2022
Q2
$357K Sell
14,190
-2,956
-17% -$74.4K 0.03% 134
2022
Q1
$498K Buy
+17,146
New +$498K 0.03% 137