Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$591K Buy
8,280
+1
+0% +$71 0.04% 176
2024
Q1
$672K Buy
8,279
+1
+0% +$81 0.05% 182
2023
Q4
$605K Sell
8,278
-9
-0.1% -$658 0.05% 181
2023
Q3
$547K Sell
8,287
-99
-1% -$6.54K 0.05% 176
2023
Q2
$622K Buy
8,386
+101
+1% +$7.49K 0.05% 172
2023
Q1
$640K Hold
8,285
0.06% 167
2022
Q4
$633K Buy
8,285
+1
+0% +$76 0.06% 164
2022
Q3
$586K Buy
8,284
+10
+0.1% +$707 0.06% 159
2022
Q2
$701K Hold
8,274
0.07% 155
2022
Q1
$676K Buy
8,274
+1
+0% +$82 0.06% 169
2021
Q4
$650K Buy
8,273
+104
+1% +$8.17K 0.05% 178
2021
Q3
$641K Hold
8,169
0.06% 167
2021
Q2
$635 Hold
8,169
0.05% 165
2021
Q1
$643K Buy
8,169
+800
+11% +$63K 0.07% 160
2020
Q4
$547K Hold
7,369
0.06% 153
2020
Q3
$458K Hold
7,369
0.07% 143
2020
Q2
$403K Sell
7,369
-245
-3% -$13.4K 0.07% 136
2020
Q1
$347K Sell
7,614
-319
-4% -$14.5K 0.07% 145
2019
Q4
$679K Hold
7,933
0.11% 126
2019
Q3
$630K Hold
7,933
0.11% 129
2019
Q2
$561K Hold
7,933
0.1% 131
2019
Q1
$530K Buy
+7,933
New +$530K 0.09% 131