Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$401K Sell
2,025
-628
-24% -$124K 0.02% 128
2024
Q1
$466K Sell
2,653
-248
-9% -$43.6K 0.03% 125
2023
Q4
$721K Buy
2,901
+773
+36% +$192K 0.04% 113
2023
Q3
$532K Sell
2,128
-507
-19% -$127K 0.03% 112
2023
Q2
$705K Sell
2,635
-178
-6% -$47.6K 0.04% 109
2023
Q1
$584K Sell
2,813
-703
-20% -$146K 0.04% 108
2022
Q4
$433K Buy
3,516
+696
+25% +$85.7K 0.03% 121
2022
Q3
$748K Sell
2,820
-102
-3% -$27.1K 0.05% 106
2022
Q2
$656K Buy
2,922
+507
+21% +$114K 0.04% 106
2022
Q1
$867K Buy
2,415
+195
+9% +$70K 0.05% 102
2021
Q4
$782K Buy
+2,220
New +$782K 0.04% 105