Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.67M Sell
22,058
-3,717
-14% -$282K 0.1% 181
2024
Q3
$2.28M Sell
25,775
-6,168
-19% -$546K 0.14% 153
2024
Q2
$2.41M Buy
31,943
+9,700
+44% +$731K 0.16% 128
2024
Q1
$2.09M Sell
22,243
-277
-1% -$26K 0.14% 144
2023
Q4
$2.45M Buy
22,520
+1,123
+5% +$122K 0.18% 121
2023
Q3
$2.05M Buy
21,397
+251
+1% +$24K 0.19% 126
2023
Q2
$2.34M Buy
21,146
+15,686
+287% +$1.73M 0.23% 98
2023
Q1
$598K Buy
+5,460
New +$598K 0.09% 163