Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$98.2K Buy
744
+224
+43% +$29.6K 0.04% 164
2023
Q4
$56.7K Sell
520
-1,112
-68% -$121K 0.02% 207
2023
Q3
$93.1K Buy
1,632
+217
+15% +$12.4K 0.04% 152
2023
Q2
$92K Buy
1,415
+567
+67% +$36.9K 0.04% 152
2023
Q1
$66K Buy
848
+113
+15% +$8.8K 0.03% 168
2022
Q4
$56K Buy
735
+327
+80% +$24.9K 0.03% 174
2022
Q3
$35K Sell
408
-204
-33% -$17.5K 0.03% 143
2022
Q2
$36K Buy
612
+1
+0.2% +$59 0.01% 249
2022
Q1
$34K Buy
611
+1
+0.2% +$56 0.01% 266
2021
Q4
$32K Buy
610
+2
+0.3% +$105 0.01% 268
2021
Q3
$30K Buy
608
+327
+116% +$16.1K 0.01% 270
2021
Q2
$22K Sell
281
-49
-15% -$3.84K 0.01% 315
2021
Q1
$24K Sell
330
-82
-20% -$5.96K 0.01% 359
2020
Q4
$32K Sell
412
-221
-35% -$17.2K 0.01% 308
2020
Q3
$50K Sell
633
-279
-31% -$22K 0.03% 242
2020
Q2
$67K Buy
+912
New +$67K 0.04% 213
2019
Q4
$162K Buy
+1,861
New +$162K 0.11% 127