Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$438K Buy
1,715
+4
+0.2% +$1.02K 0.08% 62
2024
Q2
$407K Buy
1,711
+5
+0.3% +$1.19K 0.09% 65
2024
Q1
$394K Buy
1,706
+4
+0.2% +$924 0.09% 63
2023
Q4
$337K Buy
1,702
+28
+2% +$5.55K 0.08% 69
2023
Q3
$284K Sell
1,674
-81
-5% -$13.7K 0.08% 74
2023
Q2
$328K Buy
1,755
+5
+0.3% +$934 0.09% 68
2023
Q1
$290K Buy
1,750
+6
+0.3% +$993 0.09% 72
2022
Q4
$254K Buy
+1,744
New +$254K 0.09% 81