Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$58.3K Sell
1,780
-1,581
-47% -$51.8K 0.01% 379
2024
Q1
$115K Sell
3,361
-164
-5% -$5.6K 0.02% 265
2023
Q4
$139K Buy
3,525
+732
+26% +$29K 0.03% 221
2023
Q3
$107K Sell
2,793
-942
-25% -$36K 0.03% 235
2023
Q2
$171K Buy
3,735
+45
+1% +$2.06K 0.05% 146
2023
Q1
$176K Buy
3,690
+92
+3% +$4.4K 0.05% 130
2022
Q4
$167K Buy
3,598
+773
+27% +$36K 0.05% 142
2022
Q3
$118K Sell
2,825
-519
-16% -$21.7K 0.04% 169
2022
Q2
$169K Sell
3,344
-471
-12% -$23.8K 0.05% 126
2022
Q1
$211K Buy
3,815
+141
+4% +$7.8K 0.06% 109
2021
Q4
$191K Buy
3,674
+76
+2% +$3.95K 0.06% 112
2021
Q3
$180K Buy
3,598
+251
+7% +$12.6K 0.06% 104
2021
Q2
$165K Buy
3,347
+337
+11% +$16.6K 0.06% 105
2021
Q1
$136K Buy
3,010
+1,235
+70% +$55.8K 0.05% 108
2020
Q4
$76K Buy
1,775
+1,179
+198% +$50.5K 0.04% 136
2020
Q3
$25K Buy
+596
New +$25K 0.01% 139