Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$633K Buy
7,363
+106
+1% +$9.11K 0.31% 55
2023
Q4
$599K Hold
7,257
0.31% 60
2023
Q3
$557K Hold
7,257
0.3% 64
2023
Q2
$507K Hold
7,257
0.26% 67
2023
Q1
$468K Buy
7,257
+699
+11% +$45.1K 0.27% 69
2022
Q4
$472K Buy
6,558
+2,560
+64% +$184K 0.35% 55
2022
Q3
$225K Sell
3,998
-2,560
-39% -$144K 0.18% 78
2022
Q2
$372K Hold
6,558
0.25% 60
2022
Q1
$422K Buy
6,558
+2,560
+64% +$165K 0.28% 53
2021
Q4
$233K Hold
3,998
0.16% 82
2021
Q3
$208K Hold
3,998
0.16% 85
2021
Q2
$215K Buy
+3,998
New +$215K 0.19% 79