Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$494K Sell
3,616
-5
-0.1% -$683 0.18% 65
2024
Q2
$370K Sell
3,621
-561
-13% -$57.3K 0.15% 74
2024
Q1
$371K Sell
4,182
-138
-3% -$12.2K 0.15% 74
2023
Q4
$395K Buy
4,320
+144
+3% +$13.2K 0.17% 68
2023
Q3
$327K Sell
4,176
-179
-4% -$14K 0.16% 75
2023
Q2
$364K Buy
4,355
+186
+4% +$15.6K 0.15% 75
2023
Q1
$366K Buy
4,169
+326
+8% +$28.7K 0.16% 62
2022
Q4
$385K Buy
3,843
+293
+8% +$29.4K 0.17% 58
2022
Q3
$328K Sell
3,550
-54
-1% -$4.99K 0.17% 61
2022
Q2
$390K Buy
3,604
+136
+4% +$14.7K 0.19% 62
2022
Q1
$432K Sell
3,468
-2,016
-37% -$251K 0.19% 68
2021
Q4
$814K Buy
5,484
+753
+16% +$112K 0.38% 40
2021
Q3
$694K Buy
4,731
+2,406
+103% +$353K 0.38% 39
2021
Q2
$386K Buy
+2,325
New +$386K 0.23% 41