Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.69M Sell
15,486
-1,155
-7% -$201K 0.04% 194
2024
Q2
$2.89M Sell
16,641
-11,973
-42% -$2.08M 0.06% 170
2024
Q1
$3.91M Buy
+28,614
New +$3.91M 0.1% 128
2022
Q3
Hold
0
137
2022
Q2
Hold
0
139
2022
Q1
Hold
0
130
2017
Q2
Hold
0
600
2017
Q1
Hold
0
575