Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$505K Buy
1,001
+13
+1% +$6.56K 1.51% 38
2023
Q4
$589K Sell
988
-11
-1% -$6.56K 1.89% 29
2023
Q3
$509K Sell
999
-29
-3% -$14.8K 1.9% 28
2023
Q2
$503K Buy
1,028
+32
+3% +$15.6K 1.7% 34
2023
Q1
$384K Hold
996
1.39% 39
2022
Q4
$335K Buy
996
+9
+0.9% +$3.03K 0.82% 59
2022
Q3
$272K Buy
987
+2
+0.2% +$551 0.63% 61
2022
Q2
$361K Hold
985
0.72% 61
2022
Q1
$449K Buy
985
+19
+2% +$8.66K 0.59% 65
2021
Q4
$548K Buy
+966
New +$548K 0.63% 57