Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.37M Sell
17,525
-111
-0.6% -$15K 0.61% 39
2024
Q2
$2.39M Sell
17,636
-677
-4% -$91.8K 0.66% 34
2024
Q1
$2.37M Sell
18,313
-5
-0% -$646 0.69% 34
2023
Q4
$2.09M Sell
18,318
-2,457
-12% -$281K 0.66% 37
2023
Q3
$1.89M Sell
20,775
-563
-3% -$51.3K 0.68% 37
2023
Q2
$2.4M Sell
21,338
-972
-4% -$109K 0.83% 31
2023
Q1
$2.34M Sell
22,310
-732
-3% -$76.6K 0.88% 29
2022
Q4
$2.55M Buy
+23,042
New +$2.55M 1.05% 27