Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$992K Buy
7,549
+18
+0.2% +$2.37K 0.04% 164
2024
Q3
$955K Sell
7,531
-86
-1% -$10.9K 0.04% 172
2024
Q2
$1.15M Buy
7,617
+87
+1% +$13.2K 0.06% 153
2024
Q1
$1.24M Sell
7,530
-6
-0.1% -$990 0.06% 152
2023
Q4
$1.03M Buy
7,536
+2,040
+37% +$278K 0.06% 159
2023
Q3
$754K Sell
5,496
-624
-10% -$85.6K 0.05% 168
2023
Q2
$784K Sell
6,120
-148
-2% -$19K 0.05% 185
2023
Q1
$780K Buy
6,268
+61
+1% +$7.59K 0.05% 183
2022
Q4
$531K Buy
6,207
+75
+1% +$6.41K 0.04% 183
2022
Q3
$644K Sell
6,132
-864
-12% -$90.7K 0.05% 166
2022
Q2
$623K Buy
6,996
+2,520
+56% +$224K 0.05% 179
2022
Q1
$769K Buy
+4,476
New +$769K 0.05% 166