Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,181
Closed -$1.21M 109
2024
Q2
$1.21M Hold
2,181
0.13% 80
2024
Q1
$1.1M Buy
2,181
+50
+2% +$25.2K 0.13% 86
2023
Q4
$1.27M Buy
+2,131
New +$1.27M 0.16% 90
2022
Q4
Sell
-141
Closed -$38K 138
2022
Q3
$38K Hold
141
0.01% 150
2022
Q2
$51K Hold
141
0.01% 143
2022
Q1
$64K Hold
141
0.01% 142
2021
Q4
$79K Hold
141
0.01% 135
2021
Q3
$81K Hold
141
0.01% 147
2021
Q2
$82K Hold
141
0.01% 143
2021
Q1
$67K Hold
141
0.01% 141
2020
Q4
$71K Buy
+141
New +$71K 0.01% 115
2020
Q3
Sell
-141
Closed -$61K 116
2020
Q2
$61K Buy
+141
New +$61K 0.01% 133