Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$292K Sell
8,638
-6,067
-41% -$205K 0.05% 147
2024
Q3
$601K Buy
14,705
+132
+0.9% +$5.4K 0.1% 93
2024
Q2
$561K Hold
14,573
0.1% 91
2024
Q1
$625K Sell
14,573
-403
-3% -$17.3K 0.1% 84
2023
Q4
$555K Sell
14,976
-533
-3% -$19.8K 0.1% 96
2023
Q3
$562K Buy
15,509
+567
+4% +$20.6K 0.11% 87
2023
Q2
$533K Hold
14,942
0.11% 90
2023
Q1
$532K Sell
14,942
-516
-3% -$18.4K 0.12% 92
2022
Q4
$543K Buy
15,458
+1,040
+7% +$36.5K 0.13% 100
2022
Q3
$424K Buy
+14,418
New +$424K 0.12% 96