Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$582K Buy
3,424
+4
+0.1% +$680 0.11% 52
2024
Q2
$564K Buy
3,420
+9
+0.3% +$1.48K 0.12% 48
2024
Q1
$597K Sell
3,411
-455
-12% -$79.6K 0.14% 45
2023
Q4
$657K Buy
3,866
+57
+1% +$9.68K 0.16% 42
2023
Q3
$645K Buy
3,809
+29
+0.8% +$4.91K 0.18% 41
2023
Q2
$700K Buy
3,780
+3
+0.1% +$556 0.2% 39
2023
Q1
$689K Buy
3,777
+7
+0.2% +$1.28K 0.22% 39
2022
Q4
$681K Buy
+3,770
New +$681K 0.24% 46