Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$4.9M Buy
55,402
+10,066
+22% +$890K 0.08% 136
2024
Q2
$3.42M Buy
45,336
+2,055
+5% +$155K 0.07% 152
2024
Q1
$4.27M Buy
+43,281
New +$4.27M 0.11% 124
2022
Q1
Hold
0
91
2021
Q4
Hold
0
92
2021
Q3
Hold
0
92
2021
Q2
Hold
0
98
2021
Q1
Hold
0
101
2020
Q4
Hold
0
99
2020
Q3
Hold
0
96
2020
Q2
Hold
0
94
2020
Q1
Hold
0
92
2017
Q4
Hold
0
-$39K 197
2017
Q3
Hold
0
-$229K 113
2017
Q2
Hold
0
62
2017
Q1
Hold
0
535