Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$447K Sell
3,263
-1,542
-32% -$211K 0.36% 54
2024
Q3
$487K Sell
4,805
-40
-0.8% -$4.06K 0.37% 50
2024
Q2
$354K Sell
4,845
-14,128
-74% -$1.03M 0.29% 57
2024
Q1
$959K Buy
18,973
+636
+3% +$32.1K 0.72% 36
2023
Q4
$858K Buy
18,337
+97
+0.5% +$4.54K 0.71% 35
2023
Q3
$830K Buy
18,240
+651
+4% +$29.6K 0.67% 37
2023
Q2
$693K Buy
17,589
+377
+2% +$14.9K 0.54% 36
2023
Q1
$697K Buy
+17,212
New +$697K 0.54% 38