Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$588K Buy
7,286
+112
+2% +$9.04K 0.19% 68
2024
Q2
$486K Hold
7,174
0.16% 73
2024
Q1
$432K Sell
7,174
-10,046
-58% -$604K 0.15% 79
2023
Q4
$905K Buy
17,220
+138
+0.8% +$7.25K 0.34% 49
2023
Q3
$911K Buy
17,082
+285
+2% +$15.2K 0.39% 46
2023
Q2
$880K Hold
16,797
0.36% 47
2023
Q1
$826K Hold
16,797
0.36% 48
2022
Q4
$794K Hold
16,797
0.37% 47
2022
Q3
$726K Buy
16,797
+900
+6% +$38.9K 0.37% 46
2022
Q2
$644K Hold
15,897
0.32% 51
2022
Q1
$789K Buy
15,897
+78
+0.5% +$3.87K 0.34% 49
2021
Q4
$763K Buy
+15,819
New +$763K 0.31% 50