Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$816K Buy
3,118
+285
+10% +$74.6K 0.3% 66
2024
Q2
$561K Buy
2,833
+244
+9% +$48.3K 0.28% 68
2024
Q1
$455K Sell
2,589
-134
-5% -$23.6K 0.25% 77
2023
Q4
$677K Buy
2,723
+1,009
+59% +$251K 0.42% 41
2023
Q3
$429K Buy
1,714
+48
+3% +$12K 0.3% 67
2023
Q2
$436K Sell
1,666
-63
-4% -$16.5K 0.31% 62
2023
Q1
$359K Sell
1,729
-64
-4% -$13.3K 0.25% 85
2022
Q4
$221K Sell
1,793
-31
-2% -$3.82K 0.18% 135
2022
Q3
$484K Buy
1,824
+54
+3% +$14.3K 0.46% 39
2022
Q2
$397K Buy
+1,770
New +$397K 0.39% 47