Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.05M Sell
4,609
-89
-2% -$20.2K 0.77% 27
2024
Q3
$1.04M Buy
4,698
+60
+1% +$13.3K 0.79% 28
2024
Q2
$802K Buy
4,638
+61
+1% +$10.5K 0.67% 39
2024
Q1
$761K Sell
4,577
-3,365
-42% -$559K 0.7% 41
2023
Q4
$1.3M Buy
+7,942
New +$1.3M 1.17% 18
2023
Q2
$1.02M Buy
+7,626
New +$1.02M 0.98% 25