Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$426K Buy
3,810
+42
+1% +$4.7K 0.15% 73
2024
Q2
$337K Sell
3,768
-185
-5% -$16.5K 0.14% 78
2024
Q1
$339K Sell
3,953
-902
-19% -$77.5K 0.14% 84
2023
Q4
$401K Sell
4,855
-268
-5% -$22.1K 0.17% 66
2023
Q3
$393K Sell
5,123
-558
-10% -$42.8K 0.19% 62
2023
Q2
$397K Sell
5,681
-234
-4% -$16.3K 0.17% 66
2023
Q1
$382K Sell
5,915
-247
-4% -$15.9K 0.17% 57
2022
Q4
$443K Buy
6,162
+91
+1% +$6.55K 0.2% 46
2022
Q3
$341K Buy
6,071
+139
+2% +$7.81K 0.17% 56
2022
Q2
$328K Sell
5,932
-70
-1% -$3.87K 0.16% 77
2022
Q1
$387K Buy
6,002
+347
+6% +$22.4K 0.17% 74
2021
Q4
$330K Buy
5,655
+176
+3% +$10.3K 0.15% 94
2021
Q3
$286K Buy
5,479
+555
+11% +$29K 0.16% 79
2021
Q2
$264K Buy
+4,924
New +$264K 0.16% 55