Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.82M Sell
82,611
-18,113
-18% -$398K 0.03% 250
2024
Q2
$1.92M Buy
100,724
+566
+0.6% +$10.8K 0.04% 208
2024
Q1
$1.73M Buy
+100,158
New +$1.73M 0.04% 211
2023
Q4
Hold
0
151
2023
Q3
Hold
0
138
2023
Q2
Hold
0
136
2023
Q1
Hold
0
129
2022
Q4
Hold
0
127
2022
Q3
Hold
0
129
2022
Q2
Hold
0
130
2022
Q1
Hold
0
121
2021
Q4
Hold
0
125
2021
Q3
Hold
0
125
2021
Q2
Hold
0
136
2021
Q1
Hold
0
139
2020
Q4
Hold
0
137
2020
Q3
Hold
0
134
2020
Q2
Hold
0
131
2020
Q1
Hold
0
123
2019
Q4
Hold
0
118
2019
Q3
Hold
0
95
2019
Q2
Hold
0
77
2019
Q1
Hold
0
61
2018
Q4
Hold
0
42
2018
Q3
Hold
0
33
2018
Q2
Hold
0
23
2018
Q1
Hold
0
18
2017
Q4
Hold
0
-$227K 268
2017
Q3
Hold
0
54
2017
Q2
Hold
0
-$2K 583
2017
Q1
Hold
0
427