Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$2.46M Buy
2,980
+91
+3% +$75K 0.03% 211
2024
Q1
$2.02M Sell
2,889
-90
-3% -$62.9K 0.02% 237
2023
Q4
$1.73M Buy
2,979
+114
+4% +$66.3K 0.02% 255
2023
Q3
$1.31M Buy
2,865
+34
+1% +$15.6K 0.02% 260
2023
Q2
$1.37M Buy
2,831
+31
+1% +$15K 0.02% 256
2023
Q1
$1.06M Hold
2,800
0.02% 260
2022
Q4
$1.06M Sell
2,800
-160
-5% -$60.3K 0.02% 261
2022
Q3
$896K Buy
2,960
+8
+0.3% +$2.42K 0.02% 271
2022
Q2
$942K Sell
2,952
-62
-2% -$19.8K 0.02% 267
2022
Q1
$1.1M Buy
3,014
+330
+12% +$121K 0.02% 246
2021
Q4
$1.15M Sell
2,684
-136
-5% -$58.5K 0.02% 246
2021
Q3
$943K Sell
2,820
-122
-4% -$40.8K 0.02% 264
2021
Q2
$954K Buy
2,942
+12
+0.4% +$3.89K 0.02% 256
2021
Q1
$968K Buy
2,930
+162
+6% +$53.5K 0.05% 235
2020
Q4
$717K Buy
+2,768
New +$717K 0.04% 256