Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.19M Sell
4,232
-148
-3% -$76.6K 1.13% 36
2024
Q2
$2.43M Buy
4,380
+14
+0.3% +$7.78K 1.33% 31
2024
Q1
$2.2M Sell
4,366
-90
-2% -$45.4K 1.22% 36
2023
Q4
$2.66M Sell
4,456
-47
-1% -$28K 1.58% 25
2023
Q3
$2.3M Sell
4,503
-31
-0.7% -$15.8K 1.58% 25
2023
Q2
$2.22M Buy
+4,534
New +$2.22M 1.46% 31