Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$482K Sell
21,925
-389
-2% -$8.56K 0.05% 129
2024
Q2
$426K Buy
22,314
+6,809
+44% +$130K 0.05% 132
2024
Q1
$273K Buy
15,505
+2,628
+20% +$46.3K 0.04% 134
2023
Q4
$216K Buy
12,877
+1,643
+15% +$27.6K 0.05% 145
2023
Q3
$169K Buy
11,234
+171
+2% +$2.57K 0.04% 138
2023
Q2
$176K Sell
11,063
-57
-0.5% -$909 0.04% 141
2023
Q1
$214K Buy
+11,120
New +$214K 0.08% 129
2021
Q3
Sell
-11,901
Closed -$259K 109
2021
Q2
$259K Buy
11,901
+113
+1% +$2.46K 0.14% 90
2021
Q1
$270K Sell
11,788
-2,178
-16% -$49.9K 0.21% 76
2020
Q4
$301K Buy
+13,966
New +$301K 0.26% 69