Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$2.28M Buy
7,299
+1,500
+26% +$469K 2.04% 8
2024
Q1
$1.65M Hold
5,799
1.51% 20
2023
Q4
$1.67M Hold
5,799
1.54% 17
2023
Q3
$1.56M Buy
5,799
+3,217
+125% +$865K 1.47% 18
2023
Q2
$573K Buy
2,582
+2,500
+3,049% +$555K 0.52% 42
2023
Q1
$19.8K Hold
82
0.02% 209
2022
Q4
$21.5K Hold
82
0.02% 189
2022
Q3
$18K Hold
82
0.02% 222
2022
Q2
$20K Hold
82
0.02% 220
2022
Q1
$20K Hold
82
0.02% 233
2021
Q4
$18K Sell
82
-8,480
-99% -$1.86M 0.02% 257
2021
Q3
$1.82M Buy
8,562
+659
+8% +$140K 1.61% 22
2021
Q2
$1.93M Buy
+7,903
New +$1.93M 1.68% 19