Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-22,283
Closed -$1.31M 507
2024
Q2
$1.31M Buy
22,283
+1,217
+6% +$71.8K 0.02% 494
2024
Q1
$1.45M Buy
21,066
+93
+0.4% +$6.39K 0.02% 486
2023
Q4
$1.7M Sell
20,973
-527
-2% -$42.7K 0.02% 470
2023
Q3
$1.39M Buy
21,500
+6,897
+47% +$445K 0.02% 474
2023
Q2
$1.24M Sell
14,603
-204
-1% -$17.3K 0.03% 453
2023
Q1
$1.65M Buy
14,807
+83
+0.6% +$9.24K 0.04% 398
2022
Q4
$1.76M Buy
14,724
+13
+0.1% +$1.56K 0.05% 372
2022
Q3
$1.47M Buy
+14,711
New +$1.47M 0.04% 395