Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-21,752
Closed -$1.24M 114
2024
Q2
$1.24M Buy
21,752
+848
+4% +$48.4K 0.51% 76
2024
Q1
$1.21M Buy
20,904
+578
+3% +$33.3K 0.53% 77
2023
Q4
$1.39M Buy
20,326
+422
+2% +$28.8K 0.66% 63
2023
Q3
$1.13M Buy
19,904
+1,454
+8% +$82.7K 0.62% 67
2023
Q2
$1.1M Buy
18,450
+671
+4% +$40K 0.6% 68
2023
Q1
$1.13M Buy
17,779
+489
+3% +$31K 0.66% 65
2022
Q4
$1.07M Sell
17,290
-2,730
-14% -$169K 0.74% 61
2022
Q3
$1M Buy
20,020
+1,461
+8% +$73.1K 0.74% 55
2022
Q2
$1.04M Sell
18,559
-2,100
-10% -$118K 0.77% 54
2022
Q1
$1.42M Buy
20,659
+15,180
+277% +$1.05M 0.91% 33
2021
Q4
$295K Buy
5,479
+5,367
+4,792% +$289K 0.19% 86
2021
Q3
$5K Hold
112
﹤0.01% 219
2021
Q2
$7K Buy
+112
New +$7K 0.01% 204