Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$3.33M Sell
29,209
-350
-1% -$39.9K 0.86% 29
2024
Q2
$3.07M Sell
29,559
-1,556
-5% -$162K 0.85% 28
2024
Q1
$3.54M Sell
31,115
-619
-2% -$70.4K 1.03% 24
2023
Q4
$3.49M Sell
31,734
-3,175
-9% -$349K 1.11% 22
2023
Q3
$3.38M Sell
34,909
-697
-2% -$67.5K 1.21% 21
2023
Q2
$3.88M Sell
35,606
-890
-2% -$97K 1.34% 20
2023
Q1
$3.7M Sell
36,496
-1,494
-4% -$151K 1.39% 18
2022
Q4
$4.17M Buy
+37,990
New +$4.17M 1.72% 13