Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.26M Buy
1,781
+15
+0.8% +$10.6K 0.47% 44
2024
Q2
$1.19M Buy
1,766
+26
+1% +$17.5K 0.6% 30
2024
Q1
$1.06M Buy
1,740
+1
+0.1% +$607 0.58% 31
2023
Q4
$847K Buy
1,739
+1
+0.1% +$487 0.52% 36
2023
Q3
$656K Sell
1,738
-25
-1% -$9.44K 0.47% 40
2023
Q2
$777K Buy
1,763
+4
+0.2% +$1.76K 0.55% 35
2023
Q1
$608K Sell
1,759
-15
-0.8% -$5.18K 0.43% 44
2022
Q4
$523K Sell
1,774
-14
-0.8% -$4.13K 0.42% 48
2022
Q3
$421K Buy
1,788
+10
+0.6% +$2.35K 0.4% 44
2022
Q2
$311K Buy
1,778
+36
+2% +$6.3K 0.3% 72
2022
Q1
$653K Sell
1,742
-50
-3% -$18.7K 0.59% 39
2021
Q4
$1.08M Buy
+1,792
New +$1.08M 1.04% 21