Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$626K Buy
7,754
+278
+4% +$22.4K 0.12% 49
2024
Q2
$506K Buy
7,476
+411
+6% +$27.8K 0.11% 51
2024
Q1
$425K Buy
7,065
+912
+15% +$54.9K 0.1% 57
2023
Q4
$323K Buy
6,153
+198
+3% +$10.4K 0.08% 72
2023
Q3
$317K Sell
5,955
-687
-10% -$36.6K 0.09% 67
2023
Q2
$348K Buy
6,642
+27
+0.4% +$1.42K 0.1% 66
2023
Q1
$325K Sell
6,615
-708
-10% -$34.8K 0.1% 64
2022
Q4
$346K Buy
+7,323
New +$346K 0.12% 71