Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$605K Buy
3,882
+51
+1% +$7.95K 0.16% 90
2024
Q2
$567K Sell
3,831
-164
-4% -$24.3K 0.16% 92
2024
Q1
$708K Sell
3,995
-495
-11% -$87.7K 0.21% 83
2023
Q4
$639K Sell
4,490
-1,929
-30% -$275K 0.2% 86
2023
Q3
$710K Sell
6,419
-253
-4% -$28K 0.25% 76
2023
Q2
$880K Sell
6,672
-1,285
-16% -$170K 0.3% 68
2023
Q1
$1.32M Sell
7,957
-240
-3% -$39.8K 0.5% 51
2022
Q4
$1.22M Buy
+8,197
New +$1.22M 0.5% 53