Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$24K Hold
319
0.02% 185
2024
Q1
$30K Hold
319
0.03% 176
2023
Q4
$34.6K Sell
319
-1
-0.3% -$109 0.03% 165
2023
Q3
$30.6K Sell
320
-499
-61% -$47.7K 0.03% 178
2023
Q2
$90.4K Hold
819
0.08% 136
2023
Q1
$100K Hold
819
0.09% 124
2022
Q4
$95.8K Hold
819
0.1% 122
2022
Q3
$68K Buy
819
+432
+112% +$35.9K 0.06% 161
2022
Q2
$40K Hold
387
0.04% 191
2022
Q1
$52K Hold
387
0.05% 191
2021
Q4
$65K Hold
387
0.06% 180
2021
Q3
$56K Hold
387
0.05% 198
2021
Q2
$60K Buy
+387
New +$60K 0.05% 188