Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$143K Buy
492
+20
+4% +$5.8K 0.01% 296
2023
Q4
$119K Hold
472
0.01% 318
2023
Q3
$125K Hold
472
0.01% 318
2023
Q2
$117K Hold
472
0.01% 334
2023
Q1
$108K Hold
472
0.01% 346
2022
Q4
$81K Sell
472
-300
-39% -$51.5K ﹤0.01% 400
2022
Q3
$115K Sell
772
-20
-3% -$2.98K 0.01% 340
2022
Q2
$180K Sell
792
-93
-11% -$21.1K 0.01% 306
2022
Q1
$205K Buy
885
+102
+13% +$23.6K 0.01% 332
2021
Q4
$203K Buy
+783
New +$203K 0.01% 328
2021
Q3
Sell
-813
Closed -$243K 273
2021
Q2
$243K Buy
813
+50
+7% +$14.9K 0.01% 248
2021
Q1
$217K Sell
763
-340
-31% -$96.7K 0.01% 255
2020
Q4
$286K Sell
1,103
-73
-6% -$18.9K 0.01% 196
2020
Q3
$296K Sell
1,176
-189
-14% -$47.6K 0.02% 193
2020
Q2
$233K Buy
+1,365
New +$233K 0.01% 222
2020
Q1
Sell
-1,476
Closed -$223K 245
2019
Q4
$223K Buy
1,476
+31
+2% +$4.68K 0.01% 253
2019
Q3
$210K Hold
1,445
0.01% 249
2019
Q2
$237K Buy
+1,445
New +$237K 0.01% 234