Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$976K Buy
3,732
+676
+22% +$177K 0.62% 19
2024
Q2
$605K Sell
3,056
-110
-3% -$21.8K 0.43% 26
2024
Q1
$557K Buy
3,166
+397
+14% +$69.8K 0.41% 29
2023
Q4
$688K Buy
2,769
+578
+26% +$144K 0.55% 21
2023
Q3
$548K Hold
2,191
0.47% 27
2023
Q2
$574K Buy
2,191
+300
+16% +$78.5K 0.48% 23
2023
Q1
$392K Hold
1,891
0.35% 34
2022
Q4
$233K Buy
+1,891
New +$233K 0.22% 53