Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$673K Sell
11,158
-426
-4% -$25.7K 0.04% 286
2024
Q3
$871K Buy
11,584
+4,946
+75% +$372K 0.05% 243
2024
Q2
$482K Buy
6,638
+350
+6% +$25.4K 0.03% 295
2024
Q1
$484K Buy
6,288
+227
+4% +$17.5K 0.03% 293
2023
Q4
$373K Sell
6,061
-1,055
-15% -$65K 0.03% 319
2023
Q3
$327K Sell
7,116
-98
-1% -$4.51K 0.03% 334
2023
Q2
$311K Sell
7,214
-463
-6% -$20K 0.03% 297
2023
Q1
$283K Buy
+7,677
New +$283K 0.04% 214