Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$830K Buy
4,800
+1
+0% +$173 0.49% 41
2024
Q1
$917K Sell
4,799
-237
-5% -$45.3K 0.56% 40
2023
Q4
$824K Buy
5,036
+242
+5% +$39.6K 0.52% 43
2023
Q3
$673K Sell
4,794
-50
-1% -$7.02K 0.51% 44
2023
Q2
$648K Sell
4,844
-203
-4% -$27.2K 0.47% 46
2023
Q1
$619K Buy
5,047
+10
+0.2% +$1.23K 0.48% 45
2022
Q4
$710K Sell
5,037
-600
-11% -$84.6K 0.65% 43
2022
Q3
$670K Sell
5,637
-111
-2% -$13.2K 0.6% 45
2022
Q2
$812K Buy
+5,748
New +$812K 0.69% 42