Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$380K Sell
4,301
-661
-13% -$58.4K 0.04% 146
2024
Q2
$374K Buy
4,962
+1,319
+36% +$99.4K 0.04% 143
2024
Q1
$342K Sell
3,643
-45
-1% -$4.23K 0.05% 114
2023
Q4
$400K Sell
3,688
-274
-7% -$29.7K 0.09% 93
2023
Q3
$379K Buy
3,962
+46
+1% +$4.4K 0.1% 87
2023
Q2
$432K Sell
3,916
-62
-2% -$6.84K 0.11% 80
2023
Q1
$488K Sell
3,978
-647
-14% -$79.3K 0.17% 70
2022
Q4
$541K Buy
4,625
+357
+8% +$41.8K 0.21% 69
2022
Q3
$355K Buy
4,268
+132
+3% +$11K 0.18% 72
2022
Q2
$423K Hold
4,136
0.18% 63
2022
Q1
$556K Buy
4,136
+45
+1% +$6.05K 0.23% 62
2021
Q4
$682K Buy
4,091
+7
+0.2% +$1.17K 0.29% 55
2021
Q3
$593K Buy
4,084
+6
+0.1% +$871 0.32% 55
2021
Q2
$630K Buy
4,078
+7
+0.2% +$1.08K 0.35% 52
2021
Q1
$541K Buy
4,071
+13
+0.3% +$1.73K 0.42% 46
2020
Q4
$509K Buy
+4,058
New +$509K 0.43% 42