Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$254K Hold
533
0.06% 89
2024
Q2
$234K Hold
533
0.06% 85
2024
Q1
$247K Sell
533
-441
-45% -$205K 0.08% 88
2023
Q4
$400K Sell
974
-13
-1% -$5.34K 0.13% 62
2023
Q3
$368K Buy
987
+11
+1% +$4.1K 0.13% 61
2023
Q2
$372K Buy
976
+137
+16% +$52.2K 0.13% 61
2023
Q1
$298K Buy
839
+30
+4% +$10.7K 0.11% 71
2022
Q4
$264K Buy
809
+7
+0.9% +$2.28K 0.11% 66
2022
Q3
$216K Buy
802
+63
+9% +$17K 0.09% 78
2022
Q2
$212K Buy
+739
New +$212K 0.08% 66