Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$162K Sell
9,213
-75
-0.8% -$1.32K 0.23% 87
2023
Q4
$156K Sell
9,288
-1,535
-14% -$25.7K 0.24% 79
2023
Q3
$163K Sell
10,823
-4,096
-27% -$61.5K 0.26% 76
2023
Q2
$238K Buy
14,919
+944
+7% +$15.1K 0.36% 63
2023
Q1
$269K Hold
13,975
0.43% 59
2022
Q4
$257K Sell
13,975
-98
-0.7% -$1.8K 0.41% 62
2022
Q3
$216K Buy
14,073
+250
+2% +$3.84K 0.38% 64
2022
Q2
$289K Sell
13,823
-4,485
-24% -$93.8K 0.49% 55
2022
Q1
$327K Hold
18,308
0.47% 52
2021
Q4
$340K Buy
+18,308
New +$340K 0.47% 53