Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$570K Sell
18,163
-12,923
-42% -$406K 0.04% 226
2024
Q2
$1.12M Buy
31,086
+7,967
+34% +$288K 0.09% 174
2024
Q1
$871K Sell
23,119
-1,772
-7% -$66.8K 0.07% 194
2023
Q4
$881K Sell
24,891
-2,288
-8% -$81K 0.07% 192
2023
Q3
$1.05M Sell
27,179
-2,683
-9% -$104K 0.1% 173
2023
Q2
$1.05M Buy
29,862
+22,492
+305% +$794K 0.1% 174
2023
Q1
$280K Buy
+7,370
New +$280K 0.03% 240