Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$231K Buy
7,079
+42
+0.6% +$1.37K 0.04% 60
2024
Q3
$252K Buy
7,037
+43
+0.6% +$1.54K 0.05% 59
2024
Q2
$245K Sell
6,994
-251
-3% -$8.79K 0.05% 55
2024
Q1
$219K Buy
7,245
+49
+0.7% +$1.48K 0.05% 62
2023
Q4
$216K Buy
+7,196
New +$216K 0.06% 55
2023
Q3
Sell
-6,798
Closed -$209K 53
2023
Q2
$209K Buy
+6,798
New +$209K 0.06% 51