Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-30,098
Closed -$1.93M 96
2024
Q2
$1.93M Buy
30,098
+587
+2% +$37.7K 0.64% 49
2024
Q1
$1.88M Buy
29,511
+2,841
+11% +$181K 0.6% 51
2023
Q4
$1.48M Buy
26,670
+5,979
+29% +$332K 0.55% 51
2023
Q3
$1.22M Buy
20,691
+46
+0.2% +$2.72K 0.5% 56
2023
Q2
$1.35M Buy
+20,645
New +$1.35M 0.54% 53