Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$7.36M Buy
60,625
+104
+0.2% +$12.6K 0.81% 14
2024
Q2
$7.48M Buy
60,521
+15,531
+35% +$1.92M 0.88% 13
2024
Q1
$4.07M Sell
44,990
-1,080
-2% -$97.6K 0.56% 16
2023
Q4
$2.28M Buy
46,070
+3,080
+7% +$153K 0.49% 21
2023
Q3
$1.87M Buy
42,990
+940
+2% +$40.9K 0.49% 21
2023
Q2
$1.78M Buy
42,050
+3,040
+8% +$129K 0.45% 24
2023
Q1
$1.08M Buy
39,010
+80
+0.2% +$2.22K 0.39% 35
2022
Q4
$569K Buy
38,930
+11,150
+40% +$163K 0.22% 64
2022
Q3
$337K Buy
+27,780
New +$337K 0.17% 76
2021
Q1
Sell
-1,600
Closed -$22K 250
2020
Q4
$22K Buy
+1,600
New +$22K 0.02% 242