Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$208K Hold
1,200
0.19% 89
2024
Q1
$203K Sell
1,200
-300
-20% -$50.8K 0.19% 92
2023
Q4
$296K Hold
1,500
0.27% 75
2023
Q3
$261K Hold
1,500
0.25% 75
2023
Q2
$258K Hold
1,500
0.23% 82
2023
Q1
$250K Hold
1,500
0.24% 76
2022
Q4
$220K Buy
1,500
+500
+50% +$73.3K 0.22% 78
2022
Q3
$148K Buy
1,000
+400
+67% +$59.2K 0.14% 110
2022
Q2
$103K Hold
600
0.1% 129
2022
Q1
$113K Sell
600
-500
-45% -$94.2K 0.1% 138
2021
Q4
$268K Hold
1,100
0.24% 88
2021
Q3
$214K Sell
1,100
-50
-4% -$9.73K 0.19% 98
2021
Q2
$214K Buy
+1,150
New +$214K 0.19% 92