Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$587K Buy
3,449
+725
+27% +$123K 0.15% 93
2024
Q2
$543K Hold
2,724
0.15% 96
2024
Q1
$461K Buy
2,724
+750
+38% +$127K 0.13% 101
2023
Q4
$286K Sell
1,974
-240
-11% -$34.7K 0.09% 124
2023
Q3
$246K Buy
2,214
+460
+26% +$51.1K 0.09% 126
2023
Q2
$209K Sell
1,754
-2,250
-56% -$268K 0.07% 150
2023
Q1
$511K Sell
4,004
-215
-5% -$27.4K 0.19% 89
2022
Q4
$464K Buy
+4,219
New +$464K 0.19% 92