Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.17M Sell
6,709
-121
-2% -$21K 0.42% 38
2024
Q2
$1.19M Sell
6,830
-367
-5% -$63.8K 0.49% 36
2024
Q1
$979K Sell
7,197
-249
-3% -$33.9K 0.4% 37
2023
Q4
$774K Buy
7,446
+145
+2% +$15.1K 0.34% 37
2023
Q3
$634K Sell
7,301
-6
-0.1% -$521 0.31% 37
2023
Q2
$737K Buy
7,307
+4,035
+123% +$407K 0.31% 37
2023
Q1
$304K Sell
3,272
-1
-0% -$93 0.13% 83
2022
Q4
$244K Sell
3,273
-79
-2% -$5.89K 0.11% 95
2022
Q3
$230K Sell
3,352
-1,012
-23% -$69.4K 0.12% 99
2022
Q2
$357K Sell
4,364
-706
-14% -$57.8K 0.17% 71
2022
Q1
$529K Buy
+5,070
New +$529K 0.24% 49