Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.5M Sell
10,615
-429
-4% -$60.6K 1.34% 24
2024
Q1
$1.39M Sell
11,044
-1,500
-12% -$188K 1.27% 23
2023
Q4
$1.32M Hold
12,544
1.22% 26
2023
Q3
$1.33M Buy
12,544
+8,100
+182% +$858K 1.25% 28
2023
Q2
$529K Sell
4,444
-2,500
-36% -$298K 0.48% 47
2023
Q1
$645K Buy
6,944
+6,500
+1,464% +$604K 0.61% 46
2022
Q4
$36.3K Hold
444
0.04% 170
2022
Q3
$27K Hold
444
0.03% 201
2022
Q2
$31K Hold
444
0.03% 199
2022
Q1
$37K Hold
444
0.03% 202
2021
Q4
$39K Hold
444
0.03% 213
2021
Q3
$39K Hold
444
0.03% 223
2021
Q2
$35K Buy
+444
New +$35K 0.03% 216