Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$143K Sell
17,339
-4,531
-21% -$37.4K 0.02% 234
2024
Q1
$186K Sell
21,870
-40,665
-65% -$345K 0.03% 248
2023
Q4
$515K Sell
62,535
-52,575
-46% -$433K 0.08% 142
2023
Q3
$959K Sell
115,110
-59,072
-34% -$492K 0.16% 94
2023
Q2
$1.46M Sell
174,182
-7,517
-4% -$63K 0.24% 72
2023
Q1
$1.48M Buy
181,699
+11,534
+7% +$93.9K 0.27% 81
2022
Q4
$1.36M Buy
+170,165
New +$1.36M 0.28% 79