Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$823K Buy
1,481
+136
+10% +$75.6K 0.57% 34
2024
Q1
$679K Buy
1,345
+269
+25% +$136K 0.49% 35
2023
Q4
$549K Hold
1,076
0.5% 33
2023
Q3
$549K Buy
1,076
+75
+7% +$38.2K 0.5% 33
2023
Q2
$489K Sell
1,001
-440
-31% -$215K 0.44% 34
2023
Q1
$441K Buy
+1,441
New +$441K 0.44% 40
2022
Q3
$441K Buy
+1,441
New +$441K 0.44% 40
2021
Q3
$328K Sell
570
-143
-20% -$82.3K 0.16% 85
2021
Q2
$418K Hold
713
0.16% 83
2021
Q1
$339K Buy
713
+21
+3% +$9.99K 0.13% 94
2020
Q4
$346K Hold
692
0.13% 94
2020
Q3
$339K Sell
692
-23
-3% -$11.3K 0.13% 100
2020
Q2
$311K Buy
715
+23
+3% +$10K 0.13% 98
2020
Q1
$220K Hold
692
0.12% 100
2019
Q4
$221K Buy
+692
New +$221K 0.11% 108