Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$129K Sell
1,267
-5,792
-82% -$592K 0.08% 148
2024
Q1
$626K Buy
7,059
+2,997
+74% +$266K 0.13% 145
2023
Q4
$371K Buy
4,062
+728
+22% +$66.5K 0.08% 184
2023
Q3
$261K Buy
3,334
+580
+21% +$45.4K 0.07% 198
2023
Q2
$231K Sell
2,754
-4,258
-61% -$356K 0.06% 210
2023
Q1
$616K Buy
7,012
+348
+5% +$30.6K 0.15% 134
2022
Q4
$668K Sell
6,664
-5,784
-46% -$580K 0.16% 131
2022
Q3
$1.15M Buy
12,448
+315
+3% +$29.1K 0.24% 102
2022
Q2
$1.47M Buy
12,133
+2
+0% +$243 0.28% 85
2022
Q1
$1.48M Buy
+12,131
New +$1.48M 0.28% 85