Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$271K Sell
13,495
-3,818
-22% -$76.6K 0.2% 73
2024
Q3
$406K Sell
17,313
-873
-5% -$20.5K 0.32% 50
2024
Q2
$563K Sell
18,186
-1,369
-7% -$42.4K 0.46% 40
2024
Q1
$864K Sell
19,555
-6
-0% -$265 0.71% 27
2023
Q4
$983K Buy
19,561
+34
+0.2% +$1.71K 0.88% 24
2023
Q3
$694K Sell
19,527
-247
-1% -$8.78K 0.66% 30
2023
Q2
$661K Sell
19,774
-439
-2% -$14.7K 0.6% 32
2023
Q1
$660K Buy
20,213
+359
+2% +$11.7K 0.62% 30
2022
Q4
$525K Sell
19,854
-479
-2% -$12.7K 0.52% 37
2022
Q3
$524K Sell
20,333
-63
-0.3% -$1.62K 0.6% 32
2022
Q2
$763K Buy
20,396
+39
+0.2% +$1.46K 0.85% 20
2022
Q1
$1.01M Buy
20,357
+640
+3% +$31.7K 0.94% 20
2021
Q4
$1.02M Buy
+19,717
New +$1.02M 0.95% 21