Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$169K Hold
760
0.15% 100
2024
Q1
$201K Buy
760
+65
+9% +$17.2K 0.18% 93
2023
Q4
$121K Hold
695
0.11% 111
2023
Q3
$52.2K Buy
695
+65
+10% +$4.88K 0.05% 158
2023
Q2
$45.1K Hold
630
0.04% 174
2023
Q1
$42.6K Buy
630
+114
+22% +$7.7K 0.04% 171
2022
Q4
$18.3K Sell
516
-567
-52% -$20.1K 0.02% 199
2022
Q3
$70K Hold
1,083
0.07% 160
2022
Q2
$51K Buy
1,083
+22
+2% +$1.04K 0.05% 180
2022
Q1
$201K Sell
1,061
-896
-46% -$170K 0.18% 104
2021
Q4
$494K Sell
1,957
-350
-15% -$88.4K 0.44% 50
2021
Q3
$525K Buy
2,307
+1,930
+512% +$439K 0.46% 51
2021
Q2
$95K Buy
+377
New +$95K 0.08% 154