Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$115K Hold
6,000
0.08% 96
2024
Q1
$106K Hold
6,000
0.08% 106
2023
Q4
$90.1K Hold
6,000
0.08% 104
2023
Q3
$90.1K Buy
6,000
+3,000
+100% +$45.1K 0.08% 104
2023
Q2
$47.9K Buy
+3,000
New +$47.9K 0.04% 139
2021
Q1
Sell
-12,509
Closed -$272K 149
2020
Q4
$272K Sell
12,509
-2,179
-15% -$47.4K 0.1% 110
2020
Q3
$316K Buy
14,688
+1,611
+12% +$34.7K 0.12% 104
2020
Q2
$299K Sell
13,077
-687
-5% -$15.7K 0.13% 99
2020
Q1
$303K Hold
13,764
0.16% 83
2019
Q4
$319K Buy
+13,764
New +$319K 0.15% 84