Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$78.6K Buy
1,081
+325
+43% +$23.6K 0.05% 122
2024
Q1
$58.2K Hold
756
0.04% 137
2023
Q4
$34.8K Hold
756
0.03% 151
2023
Q3
$34.8K Hold
756
0.03% 151
2023
Q2
$32.6K Buy
+756
New +$32.6K 0.03% 161
2021
Q3
$376K Buy
8,389
+103
+1% +$4.62K 0.19% 79
2021
Q2
$415K Buy
8,286
+2,401
+41% +$120K 0.16% 84
2021
Q1
$321K Buy
+5,885
New +$321K 0.12% 99
2020
Q3
Sell
-7,600
Closed -$236K 160
2020
Q2
$236K Sell
7,600
-1,000
-12% -$31.1K 0.1% 115
2020
Q1
$240K Hold
8,600
0.13% 92
2019
Q4
$233K Buy
+8,600
New +$233K 0.11% 104