Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.71M Hold
9,867
1.53% 18
2024
Q1
$1.88M Buy
9,867
+10
+0.1% +$1.91K 1.72% 15
2023
Q4
$1.61M Buy
9,857
+15
+0.2% +$2.45K 1.49% 21
2023
Q3
$1.38M Sell
9,842
-1,130
-10% -$159K 1.3% 26
2023
Q2
$1.47M Hold
10,972
1.33% 21
2023
Q1
$1.44M Sell
10,972
-3,704
-25% -$486K 1.36% 22
2022
Q4
$2.07M Hold
14,676
2.07% 12
2022
Q3
$1.74M Hold
14,676
1.66% 12
2022
Q2
$2.07M Hold
14,676
2.1% 12
2022
Q1
$1.91M Hold
14,676
1.73% 18
2021
Q4
$1.96M Sell
14,676
-675
-4% -$90.2K 1.73% 19
2021
Q3
$2.04M Hold
15,351
1.8% 17
2021
Q2
$2.15M Buy
+15,351
New +$2.15M 1.88% 13