Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$521K Sell
3,809
-17
-0.4% -$2.32K 0.44% 59
2024
Q2
$391K Sell
3,826
-1,058
-22% -$108K 0.35% 70
2024
Q1
$433K Buy
4,884
+289
+6% +$25.6K 0.36% 72
2023
Q4
$420K Buy
+4,595
New +$420K 0.36% 74
2021
Q3
Sell
-2,496
Closed -$414K 144
2021
Q2
$414K Buy
+2,496
New +$414K 0.3% 68