Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.32M Sell
6,689
-24
-0.4% -$4.74K 0.34% 64
2024
Q2
$1.15M Sell
6,713
-84
-1% -$14.4K 0.32% 63
2024
Q1
$1.24M Buy
6,797
+923
+16% +$168K 0.36% 65
2023
Q4
$910K Buy
5,874
+1,197
+26% +$185K 0.29% 70
2023
Q3
$697K Buy
4,677
+14
+0.3% +$2.09K 0.25% 78
2023
Q2
$628K Sell
4,663
-499
-10% -$67.2K 0.22% 85
2023
Q1
$823K Hold
5,162
0.31% 68
2022
Q4
$834K Buy
+5,162
New +$834K 0.34% 63