Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$3.45M Sell
29,071
-85
-0.3% -$10.1K 0.26% 92
2024
Q2
$4.02M Sell
29,156
-619
-2% -$85.4K 0.31% 76
2024
Q1
$3.4M Buy
29,775
+13,362
+81% +$1.52M 0.27% 88
2023
Q4
$1.26M Sell
16,413
-572
-3% -$43.8K 0.1% 167
2023
Q3
$1.17M Sell
16,985
-761
-4% -$52.4K 0.11% 163
2023
Q2
$960K Sell
17,746
-317
-2% -$17.2K 0.09% 183
2023
Q1
$726K Buy
+18,063
New +$726K 0.09% 155