Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$314K Hold
1,830
0.28% 64
2024
Q1
$333K Hold
1,830
0.31% 67
2023
Q4
$284K Hold
1,830
0.26% 78
2023
Q3
$273K Hold
1,830
0.26% 74
2023
Q2
$247K Sell
1,830
-2,500
-58% -$337K 0.22% 84
2023
Q1
$690K Hold
4,330
0.65% 44
2022
Q4
$700K Hold
4,330
0.7% 40
2022
Q3
$581K Hold
4,330
0.55% 49
2022
Q2
$663K Hold
4,330
0.67% 41
2022
Q1
$702K Sell
4,330
-600
-12% -$97.3K 0.64% 35
2021
Q4
$668K Hold
4,930
0.59% 43
2021
Q3
$532K Hold
4,930
0.47% 50
2021
Q2
$555K Buy
+4,930
New +$555K 0.49% 50