Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$304K Buy
3,897
+113
+3% +$8.82K 0.11% 103
2024
Q2
$270K Buy
3,784
+55
+1% +$3.93K 0.11% 105
2024
Q1
$303K Sell
3,729
-328
-8% -$26.6K 0.12% 97
2023
Q4
$297K Sell
4,057
-29
-0.7% -$2.12K 0.13% 89
2023
Q3
$270K Sell
4,086
-262
-6% -$17.3K 0.13% 88
2023
Q2
$323K Sell
4,348
-55
-1% -$4.08K 0.14% 82
2023
Q1
$340K Sell
4,403
-50
-1% -$3.86K 0.15% 75
2022
Q4
$340K Buy
4,453
+120
+3% +$9.17K 0.15% 69
2022
Q3
$306K Buy
4,333
+147
+4% +$10.4K 0.16% 66
2022
Q2
$355K Sell
4,186
-83
-2% -$7.04K 0.17% 72
2022
Q1
$349K Buy
4,269
+314
+8% +$25.7K 0.16% 85
2021
Q4
$311K Buy
3,955
+195
+5% +$15.3K 0.15% 101
2021
Q3
$295K Buy
3,760
+502
+15% +$39.4K 0.16% 77
2021
Q2
$253K Buy
+3,258
New +$253K 0.15% 60