Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$323K Buy
2,196
+14
+0.6% +$2.06K 0.06% 71
2024
Q2
$341K Buy
2,182
+12
+0.6% +$1.88K 0.07% 69
2024
Q1
$342K Sell
2,170
-48
-2% -$7.57K 0.08% 69
2023
Q4
$331K Buy
2,218
+70
+3% +$10.4K 0.08% 70
2023
Q3
$362K Buy
2,148
+71
+3% +$12K 0.1% 60
2023
Q2
$327K Buy
2,077
+41
+2% +$6.45K 0.09% 69
2023
Q1
$332K Buy
2,036
+72
+4% +$11.7K 0.1% 63
2022
Q4
$352K Buy
+1,964
New +$352K 0.13% 69