Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.99M Buy
18,793
+76
+0.4% +$8.03K 0.22% 68
2024
Q3
$2.36M Sell
18,717
-963
-5% -$122K 0.26% 67
2024
Q2
$2.21M Sell
19,680
-1,134
-5% -$127K 0.25% 68
2024
Q1
$2.71M Sell
20,814
-10
-0% -$1.3K 0.31% 63
2023
Q4
$2.78M Buy
+20,824
New +$2.78M 0.33% 62