Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$744K Buy
10,236
+9,500
+1,291% +$690K 0.67% 35
2024
Q1
$56.7K Sell
736
-4,000
-84% -$308K 0.05% 149
2023
Q4
$292K Hold
4,736
0.27% 77
2023
Q3
$218K Buy
4,736
+4,550
+2,446% +$209K 0.21% 87
2023
Q2
$8.03K Hold
186
0.01% 253
2023
Q1
$5.9K Hold
186
0.01% 270
2022
Q4
$4.6K Hold
186
﹤0.01% 264
2022
Q3
$5K Hold
186
﹤0.01% 291
2022
Q2
$4K Hold
186
﹤0.01% 300
2022
Q1
$7K Hold
186
0.01% 295
2021
Q4
$8K Sell
186
-6,000
-97% -$258K 0.01% 300
2021
Q3
$277K Sell
6,186
-3,000
-33% -$134K 0.24% 78
2021
Q2
$460K Buy
+9,186
New +$460K 0.4% 57