Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.47M Buy
13,280
+4
+0% +$745 0.47% 21
2024
Q2
$2.57M Buy
13,276
+1,253
+10% +$242K 0.54% 22
2024
Q1
$2.17M Sell
12,023
-5,814
-33% -$1.05M 0.5% 23
2023
Q4
$2.71M Buy
17,837
+235
+1% +$35.7K 0.67% 22
2023
Q3
$2.24M Sell
17,602
-1,863
-10% -$237K 0.61% 23
2023
Q2
$2.54M Sell
19,465
-131
-0.7% -$17.1K 0.71% 22
2023
Q1
$2.02M Sell
19,596
-522
-3% -$53.9K 0.63% 24
2022
Q4
$1.69M Buy
+20,118
New +$1.69M 0.61% 31