Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$402K Buy
776
+38
+5% +$19.7K 0.15% 114
2024
Q2
$410K Buy
738
+20
+3% +$11.1K 0.21% 91
2024
Q1
$362K Buy
718
+42
+6% +$21.2K 0.2% 94
2023
Q4
$403K Sell
676
-52
-7% -$31K 0.25% 82
2023
Q3
$371K Sell
728
-288
-28% -$147K 0.26% 80
2023
Q2
$497K Sell
1,016
-10
-1% -$4.89K 0.35% 53
2023
Q1
$395K Buy
1,026
+19
+2% +$7.32K 0.28% 77
2022
Q4
$339K Sell
1,007
-6
-0.6% -$2.02K 0.27% 86
2022
Q3
$279K Sell
1,013
-19
-2% -$5.23K 0.26% 82
2022
Q2
$378K Buy
1,032
+28
+3% +$10.3K 0.37% 49
2022
Q1
$457K Buy
1,004
+140
+16% +$63.8K 0.41% 53
2021
Q4
$490K Buy
+864
New +$490K 0.47% 54