Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$4.61M Sell
57,137
-139
-0.2% -$11.2K 1.19% 19
2024
Q2
$3.88M Sell
57,276
-129
-0.2% -$8.74K 1.07% 22
2024
Q1
$3.45M Buy
57,405
+474
+0.8% +$28.5K 1% 25
2023
Q4
$2.99M Sell
56,931
-225
-0.4% -$11.8K 0.95% 28
2023
Q3
$3.05M Buy
57,156
+1,344
+2% +$71.7K 1.09% 25
2023
Q2
$2.92M Buy
55,812
+423
+0.8% +$22.2K 1.01% 26
2023
Q1
$2.72M Sell
55,389
-948
-2% -$46.6K 1.03% 24
2022
Q4
$2.66M Buy
+56,337
New +$2.66M 1.1% 23