Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.35M Sell
7,878
-452
-5% -$77.6K 0.49% 32
2023
Q4
$2.07M Sell
8,330
-217
-3% -$53.9K 0.79% 23
2023
Q3
$2.14M Buy
8,547
+146
+2% +$36.5K 0.92% 21
2023
Q2
$2.2M Sell
8,401
-7
-0.1% -$1.83K 0.94% 21
2023
Q1
$1.74M Buy
8,408
+461
+6% +$95.6K 0.86% 23
2022
Q4
$979K Sell
7,947
-452
-5% -$55.7K 0.55% 32
2022
Q3
$2.23M Sell
8,399
-100
-1% -$26.5K 1.47% 18
2022
Q2
$1.91M Sell
8,499
-30
-0.4% -$6.74K 1.28% 19
2022
Q1
$3.06M Buy
8,529
+144
+2% +$51.7K 2.39% 9
2021
Q4
$2.95M Buy
+8,385
New +$2.95M 1.86% 10