Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.71M Buy
6,522
+5
+0.1% +$1.31K 0.39% 71
2024
Q2
$1.29M Buy
+6,517
New +$1.29M 0.3% 85
2024
Q1
Sell
-840
Closed -$209K 166
2023
Q4
$209K Sell
840
-3
-0.4% -$746 0.05% 160
2023
Q3
$211K Hold
843
0.06% 152
2023
Q2
$221K Buy
+843
New +$221K 0.06% 159
2022
Q4
Sell
-843
Closed -$224K 185
2022
Q3
$224K Buy
+843
New +$224K 0.06% 160
2022
Q2
Sell
-843
Closed -$303K 193
2022
Q1
$303K Hold
843
0.08% 153
2021
Q4
$297K Buy
843
+3
+0.4% +$1.06K 0.07% 162
2021
Q3
$217K Buy
+840
New +$217K 0.06% 168
2021
Q1
Sell
-960
Closed -$226K 187
2020
Q4
$226K Buy
+960
New +$226K 0.07% 160
2020
Q1
Sell
-32,355
Closed -$902K 169
2019
Q4
$902K Buy
+32,355
New +$902K 0.42% 84