Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$358K Buy
28,553
+17,491
+158% +$219K 0.21% 60
2024
Q1
$147K Sell
11,062
-2,122
-16% -$28.2K 0.09% 75
2023
Q4
$161K Buy
13,184
+2,250
+21% +$27.4K 0.1% 80
2023
Q3
$136K Buy
10,934
+132
+1% +$1.64K 0.1% 67
2023
Q2
$163K Sell
10,802
-2,119
-16% -$32.1K 0.12% 73
2023
Q1
$163K Buy
12,921
+2,526
+24% +$31.8K 0.13% 75
2022
Q4
$121K Sell
10,395
-2,291
-18% -$26.7K 0.11% 76
2022
Q3
$142K Buy
12,686
+422
+3% +$4.72K 0.13% 71
2022
Q2
$136K Buy
+12,264
New +$136K 0.12% 74