Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$2.38M Sell
17,729
-352
-2% -$47.3K 1.22% 25
2024
Q3
$2.2M Sell
18,081
-793
-4% -$96.3K 1.26% 22
2024
Q2
$2.33M Sell
18,874
-336
-2% -$41.5K 1.47% 19
2024
Q1
$1.74M Sell
19,210
-2,500
-12% -$226K 1.11% 26
2023
Q4
$1.08M Sell
21,710
-1,380
-6% -$68.3K 0.76% 31
2023
Q3
$1M Sell
23,090
-700
-3% -$30.5K 0.8% 30
2023
Q2
$1.01M Sell
23,790
-370
-2% -$15.7K 0.77% 31
2023
Q1
$671K Buy
24,160
+380
+2% +$10.6K 0.53% 41
2022
Q4
$347K Buy
+23,780
New +$347K 0.29% 62