Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$3.34M Sell
17,289
-2,321
-12% -$449K 0.2% 63
2024
Q1
$3.54M Buy
19,610
+4,873
+33% +$879K 0.2% 65
2023
Q4
$2.24M Buy
14,737
+1,320
+10% +$201K 0.13% 79
2023
Q3
$1.71M Sell
13,417
-1,053
-7% -$134K 0.11% 91
2023
Q2
$1.93M Sell
14,470
-301
-2% -$40.2K 0.12% 88
2023
Q1
$1.53M Buy
14,771
+457
+3% +$47.2K 0.1% 90
2022
Q4
$1.2M Sell
14,314
-444
-3% -$37.3K 0.08% 91
2022
Q3
$1.67M Buy
14,758
+372
+3% +$42K 0.11% 80
2022
Q2
$1.53M Buy
14,386
+786
+6% +$83.5K 0.1% 79
2022
Q1
$2.22M Buy
13,600
+900
+7% +$147K 0.12% 67
2021
Q4
$2.12M Buy
+12,700
New +$2.12M 0.11% 65