Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$408K Sell
9,090
-366
-4% -$16.4K 0.08% 67
2024
Q2
$390K Sell
9,456
-222
-2% -$9.16K 0.08% 66
2024
Q1
$406K Buy
9,678
+131
+1% +$5.5K 0.09% 62
2023
Q4
$360K Sell
9,547
-100
-1% -$3.77K 0.09% 66
2023
Q3
$313K Sell
9,647
-2,368
-20% -$76.7K 0.09% 69
2023
Q2
$447K Sell
12,015
-1,420
-11% -$52.8K 0.13% 56
2023
Q1
$522K Buy
13,435
+974
+8% +$37.9K 0.16% 47
2022
Q4
$491K Buy
+12,461
New +$491K 0.18% 60