Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,320
Closed -$82.6K 263
2024
Q2
$82.6K Buy
+4,320
New +$82.6K 0.06% 82
2024
Q1
Sell
-3,425
Closed -$61.1K 279
2023
Q4
$61.1K Buy
+3,425
New +$61.1K 0.04% 98
2023
Q3
Sell
-33,217
Closed -$530K 80
2023
Q2
$530K Sell
33,217
-934
-3% -$14.9K 0.26% 30
2023
Q1
$657K Buy
34,151
+930
+3% +$17.9K 0.34% 25
2022
Q4
$612K Buy
33,221
+1,976
+6% +$36.4K 0.34% 25
2022
Q3
$480K Buy
31,245
+2,189
+8% +$33.6K 0.27% 27
2022
Q2
$609K Buy
+29,056
New +$609K 0.42% 21