Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$358K Buy
2,195
+63
+3% +$10.3K 0.13% 87
2024
Q2
$291K Buy
2,132
+191
+10% +$26.1K 0.12% 96
2024
Q1
$297K Sell
1,941
-16
-0.8% -$2.45K 0.12% 100
2023
Q4
$279K Buy
1,957
+137
+8% +$19.5K 0.12% 96
2023
Q3
$239K Sell
1,820
-191
-9% -$25K 0.12% 100
2023
Q2
$320K Sell
2,011
-12
-0.6% -$1.91K 0.13% 83
2023
Q1
$320K Buy
2,023
+25
+1% +$3.96K 0.14% 77
2022
Q4
$280K Buy
1,998
+84
+4% +$11.8K 0.13% 89
2022
Q3
$246K Buy
1,914
+137
+8% +$17.6K 0.13% 91
2022
Q2
$251K Buy
1,777
+9
+0.5% +$1.27K 0.12% 99
2022
Q1
$246K Buy
1,768
+321
+22% +$44.7K 0.11% 116
2021
Q4
$252K Buy
1,447
+93
+7% +$16.2K 0.12% 125
2021
Q3
$224K Buy
1,354
+232
+21% +$38.4K 0.12% 115
2021
Q2
$202K Buy
+1,122
New +$202K 0.12% 80