Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.92M Buy
31,879
+308
+1% +$18.6K 0.52% 54
2024
Q3
$2.37M Buy
31,571
+2,305
+8% +$173K 0.58% 50
2024
Q2
$2.13M Buy
29,266
+2,519
+9% +$183K 0.53% 52
2024
Q1
$2.06M Sell
26,747
-187
-0.7% -$14.4K 0.52% 54
2023
Q4
$1.66M Hold
26,934
0.46% 55
2023
Q3
$1.24M Hold
26,934
0.38% 67
2023
Q2
$1.16M Hold
26,934
0.35% 72
2023
Q1
$854K Hold
26,934
0.25% 85
2022
Q4
$666K Hold
26,934
0.21% 94
2022
Q3
$714K Hold
26,934
0.22% 91
2022
Q2
$551K Buy
26,934
+148
+0.6% +$3.03K 0.16% 101
2022
Q1
$956K Hold
26,786
0.25% 89
2021
Q4
$1.12M Buy
26,786
+2,265
+9% +$95K 0.27% 79
2021
Q3
$1.1M Buy
24,521
+8,856
+57% +$397K 0.28% 82
2021
Q2
$785K Buy
15,665
+4,280
+38% +$214K 0.2% 92
2021
Q1
$621K Hold
11,385
0.17% 99
2020
Q4
$581K Hold
11,385
0.17% 97
2020
Q3
$415K Buy
+11,385
New +$415K 0.15% 101