Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$708K Sell
13,855
-267
-2% -$13.6K 0.42% 44
2024
Q1
$758K Sell
14,122
-1,386
-9% -$74.4K 0.46% 44
2023
Q4
$701K Sell
15,508
-219
-1% -$9.9K 0.44% 48
2023
Q3
$774K Buy
15,727
+58
+0.4% +$2.85K 0.58% 43
2023
Q2
$747K Buy
15,669
+449
+3% +$21.4K 0.54% 44
2023
Q1
$602K Buy
15,220
+171
+1% +$6.77K 0.47% 47
2022
Q4
$617K Sell
15,049
-288
-2% -$11.8K 0.56% 44
2022
Q3
$595K Sell
15,337
-300
-2% -$11.6K 0.53% 48
2022
Q2
$532K Buy
+15,637
New +$532K 0.45% 51