Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$319K Buy
2,169
+1
+0% +$147 0.1% 94
2024
Q2
$339K Buy
2,168
+1
+0% +$156 0.11% 89
2024
Q1
$342K Sell
2,167
-47
-2% -$7.41K 0.12% 89
2023
Q4
$330K Buy
2,214
+1
+0% +$149 0.12% 86
2023
Q3
$373K Buy
2,213
+90
+4% +$15.2K 0.16% 79
2023
Q2
$334K Buy
2,123
+128
+6% +$20.1K 0.14% 85
2023
Q1
$326K Sell
1,995
-19
-0.9% -$3.1K 0.14% 85
2022
Q4
$361K Hold
2,014
0.17% 79
2022
Q3
$289K Buy
2,014
+308
+18% +$44.3K 0.15% 81
2022
Q2
$247K Buy
1,706
+229
+16% +$33.2K 0.12% 94
2022
Q1
$241K Buy
+1,477
New +$241K 0.1% 96