Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$49.3K Hold
1,763
0.04% 156
2024
Q1
$48.9K Sell
1,763
-1,458
-45% -$40.5K 0.04% 155
2023
Q4
$92.7K Sell
3,221
-3,860
-55% -$111K 0.09% 126
2023
Q3
$235K Hold
7,081
0.22% 83
2023
Q2
$260K Hold
7,081
0.24% 80
2023
Q1
$289K Hold
7,081
0.27% 68
2022
Q4
$363K Sell
7,081
-8,200
-54% -$420K 0.36% 60
2022
Q3
$669K Hold
15,281
0.64% 44
2022
Q2
$801K Hold
15,281
0.81% 35
2022
Q1
$791K Hold
15,281
0.72% 33
2021
Q4
$902K Sell
15,281
-1,200
-7% -$70.8K 0.8% 34
2021
Q3
$709K Buy
16,481
+4,000
+32% +$172K 0.63% 39
2021
Q2
$489K Buy
+12,481
New +$489K 0.43% 54