Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$355K Buy
1,853
+26
+1% +$4.99K 0.13% 88
2024
Q2
$330K Sell
1,827
-50
-3% -$9.02K 0.14% 80
2024
Q1
$333K Sell
1,877
-226
-11% -$40.1K 0.13% 86
2023
Q4
$324K Sell
2,103
-40
-2% -$6.15K 0.14% 84
2023
Q3
$299K Sell
2,143
-143
-6% -$20K 0.15% 82
2023
Q2
$338K Sell
2,286
-64
-3% -$9.45K 0.14% 81
2023
Q1
$357K Sell
2,350
-82
-3% -$12.5K 0.16% 66
2022
Q4
$329K Buy
2,432
+75
+3% +$10.2K 0.15% 71
2022
Q3
$275K Buy
2,357
+154
+7% +$18K 0.14% 79
2022
Q2
$267K Buy
2,203
+30
+1% +$3.64K 0.13% 93
2022
Q1
$341K Buy
2,173
+142
+7% +$22.3K 0.15% 88
2021
Q4
$369K Buy
2,031
+44
+2% +$7.99K 0.17% 79
2021
Q3
$309K Buy
1,987
+148
+8% +$23K 0.17% 73
2021
Q2
$277K Buy
+1,839
New +$277K 0.16% 50