Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$2.74M Sell
13,853
-30
-0.2% -$5.93K 0.16% 133
2024
Q3
$2.41M Buy
13,883
+20
+0.1% +$3.47K 0.15% 144
2024
Q2
$2.41M Buy
13,863
+905
+7% +$157K 0.16% 127
2024
Q1
$1.76M Sell
12,958
-1,105
-8% -$150K 0.12% 165
2023
Q4
$1.46M Sell
14,063
-75
-0.5% -$7.8K 0.11% 172
2023
Q3
$1.23M Sell
14,138
-195
-1% -$17K 0.11% 176
2023
Q2
$1.45M Buy
+14,333
New +$1.45M 0.14% 143