Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.03M Sell
5,524
-2
-0% -$373 0.33% 50
2024
Q2
$1.07M Hold
5,526
0.36% 46
2024
Q1
$997K Hold
5,526
0.34% 51
2023
Q4
$840K Buy
5,526
+50
+0.9% +$7.6K 0.32% 51
2023
Q3
$696K Hold
5,476
0.3% 54
2023
Q2
$714K Buy
5,476
+1,016
+23% +$132K 0.29% 55
2023
Q1
$461K Sell
4,460
-150
-3% -$15.5K 0.2% 71
2022
Q4
$387K Buy
4,610
+124
+3% +$10.4K 0.18% 77
2022
Q3
$507K Buy
4,486
+19
+0.4% +$2.15K 0.26% 55
2022
Q2
$474K Buy
4,467
+107
+2% +$11.4K 0.24% 63
2022
Q1
$711K Buy
4,360
+1,880
+76% +$306K 0.31% 53
2021
Q4
$413K Buy
+2,480
New +$413K 0.17% 79