Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$284K Buy
457
+7
+2% +$4.35K 0.05% 74
2024
Q2
$296K Sell
450
-1
-0.2% -$657 0.06% 72
2024
Q1
$293K Sell
451
-126
-22% -$81.9K 0.07% 71
2023
Q4
$361K Buy
577
+25
+5% +$15.6K 0.09% 65
2023
Q3
$282K Sell
552
-29
-5% -$14.8K 0.08% 75
2023
Q2
$266K Sell
581
-92
-14% -$42.2K 0.07% 77
2023
Q1
$300K Sell
673
-6
-0.9% -$2.68K 0.09% 70
2022
Q4
$264K Buy
+679
New +$264K 0.09% 80