Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.38M Sell
6,972
-74
-1% -$14.6K 0.15% 61
2024
Q2
$1.21M Buy
7,046
+782
+12% +$134K 0.14% 61
2024
Q1
$1.14M Buy
6,264
+152
+2% +$27.7K 0.16% 42
2023
Q4
$947K Sell
6,112
-497
-8% -$77K 0.21% 46
2023
Q3
$985K Sell
6,609
-224
-3% -$33.4K 0.26% 42
2023
Q2
$921K Sell
6,833
-132
-2% -$17.8K 0.23% 45
2023
Q1
$1.11M Sell
6,965
-393
-5% -$62.6K 0.4% 33
2022
Q4
$1.19M Buy
7,358
+1,222
+20% +$198K 0.47% 33
2022
Q3
$824K Buy
6,136
+3,238
+112% +$435K 0.42% 34
2022
Q2
$444K Sell
2,898
-101
-3% -$15.5K 0.18% 60
2022
Q1
$486K Sell
2,999
-162
-5% -$26.3K 0.2% 69
2021
Q4
$428K Buy
3,161
+2
+0.1% +$271 0.18% 73
2021
Q3
$341K Buy
3,159
+2
+0.1% +$216 0.18% 76
2021
Q2
$356K Buy
3,157
+849
+37% +$95.7K 0.2% 71
2021
Q1
$250K Buy
2,308
+23
+1% +$2.49K 0.19% 81
2020
Q4
$200K Buy
+2,285
New +$200K 0.17% 88