Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$643K Sell
5,664
-126
-2% -$14.3K 0.17% 89
2024
Q2
$717K Buy
5,790
+1,063
+22% +$132K 0.2% 84
2024
Q1
$624K Buy
4,727
+19
+0.4% +$2.51K 0.18% 88
2023
Q4
$513K Buy
4,708
+2,380
+102% +$259K 0.16% 95
2023
Q3
$240K Buy
2,328
+74
+3% +$7.62K 0.09% 128
2023
Q2
$260K Sell
2,254
-100
-4% -$11.5K 0.09% 126
2023
Q1
$250K Buy
2,354
+230
+11% +$24.5K 0.09% 132
2022
Q4
$236K Buy
+2,124
New +$236K 0.1% 140