Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-32,677
Closed -$1.54M 353
2024
Q2
$1.54M Buy
32,677
+163
+0.5% +$7.69K 0.21% 124
2024
Q1
$1.91M Sell
32,514
-937
-3% -$55.1K 0.26% 102
2023
Q4
$1.8M Buy
33,451
+1,501
+5% +$81K 0.28% 100
2023
Q3
$1.6M Sell
31,950
-125
-0.4% -$6.25K 0.24% 106
2023
Q2
$1.65M Sell
32,075
-630
-2% -$32.4K 0.24% 105
2023
Q1
$1.82M Buy
+32,705
New +$1.82M 0.28% 92