Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.9M Hold
46,126
1.7% 15
2024
Q1
$1.94M Hold
46,126
1.77% 12
2023
Q4
$1.74M Sell
46,126
-1,000
-2% -$37.7K 1.6% 14
2023
Q3
$1.53M Buy
47,126
+43,990
+1,403% +$1.43M 1.44% 20
2023
Q2
$117K Hold
3,136
0.11% 118
2023
Q1
$122K Buy
3,136
+1,000
+47% +$38.9K 0.12% 114
2022
Q4
$84.2K Sell
2,136
-36,570
-94% -$1.44M 0.08% 132
2022
Q3
$1.47M Hold
38,706
1.4% 22
2022
Q2
$1.96M Hold
38,706
1.99% 14
2022
Q1
$1.97M Hold
38,706
1.79% 17
2021
Q4
$2.01M Sell
38,706
-9,097
-19% -$473K 1.77% 18
2021
Q3
$2.58M Buy
47,803
+5,983
+14% +$323K 2.28% 7
2021
Q2
$2.34M Buy
+41,820
New +$2.34M 2.05% 9