Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$724K Buy
2,248
+12
+0.5% +$3.87K 0.14% 47
2024
Q2
$699K Buy
2,236
+13
+0.6% +$4.06K 0.15% 44
2024
Q1
$632K Buy
2,223
+14
+0.6% +$3.98K 0.15% 44
2023
Q4
$636K Sell
2,209
-139
-6% -$40K 0.16% 45
2023
Q3
$631K Buy
2,348
+62
+3% +$16.7K 0.17% 42
2023
Q2
$507K Sell
2,286
-32
-1% -$7.1K 0.14% 51
2023
Q1
$560K Buy
2,318
+41
+2% +$9.91K 0.18% 42
2022
Q4
$598K Buy
+2,277
New +$598K 0.21% 50