Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.46M Hold
9,304
1.3% 25
2024
Q1
$1.47M Sell
9,304
-3,000
-24% -$473K 1.34% 22
2023
Q4
$1.84M Buy
12,304
+2,000
+19% +$298K 1.69% 12
2023
Q3
$1.74M Buy
10,304
+1,000
+11% +$169K 1.64% 12
2023
Q2
$1.46M Hold
9,304
1.33% 22
2023
Q1
$1.52M Sell
9,304
-3,871
-29% -$632K 1.43% 20
2022
Q4
$2.36M Hold
13,175
2.37% 8
2022
Q3
$1.89M Sell
13,175
-2,000
-13% -$287K 1.8% 10
2022
Q2
$2.2M Hold
15,175
2.23% 9
2022
Q1
$2.47M Sell
15,175
-5,185
-25% -$844K 2.24% 6
2021
Q4
$2.39M Hold
20,360
2.11% 10
2021
Q3
$2.07M Buy
20,360
+2,230
+12% +$226K 1.82% 16
2021
Q2
$1.9M Buy
+18,130
New +$1.9M 1.66% 20