Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$3.48M Sell
16,517
-1,853
-10% -$390K 2.05% 17
2024
Q1
$3.15M Sell
18,370
-2,621
-12% -$449K 1.91% 20
2023
Q4
$4.04M Buy
20,991
+2,361
+13% +$455K 2.53% 14
2023
Q3
$3.19M Sell
18,630
-1,632
-8% -$279K 2.4% 14
2023
Q2
$3.93M Sell
20,262
-4,072
-17% -$790K 2.86% 7
2023
Q1
$4.01M Buy
24,334
+1,428
+6% +$235K 3.15% 7
2022
Q4
$2.98M Sell
22,906
-2,366
-9% -$307K 2.71% 9
2022
Q3
$3.49M Sell
25,272
-47
-0.2% -$6.5K 3.1% 7
2022
Q2
$3.46M Buy
+25,319
New +$3.46M 2.93% 8